Administrative Assistant

At First Wealth Financial Group, we provide a positive and encouraging atmosphere and culture with the focus on excellence. Through cooperation and teamwork, we are proud to provide our clients with individualized client attention and service, appropriate direction, advice, support and offer access to assistance with products that will improve their financial performance while adding additional value to their lives. The little details that happen behind the scenes make all the difference.

The Administrative Assistant performs daily administrative and operational tasks with high attention to detail and executes on the team’s client service mission. We are searching for someone with a positive, upbeat attitude who is a strong team player.

• Answer phones, schedule appointments and client review meetings. Maintain a systematic appointment scheduling process.
• Assist in the assembly of client appointment presentation materials.
• Communicate with clients to remind of upcoming appointments.
• Open and close office, prep meeting room. Stock daily supplies.
• Fulfill routine client service requests, resolve inquiries and elevate cases when appropriate.
• Greet clients and other office visitors to create a warm and friendly first impression.
• Input data into CRM and ensure accuracy of the information.
• Provide confident communication both in person and over the phone to facilitate and resolve client service requests.
• Send out client correspondence, marketing materials and communications.
• Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting.

• B.S/B.A. degree preferred.
• 2+ year’s financial services experience preferred but not required.
• Excellent customer service skills.
• Organizational skills and multi-tasking ability.
• Attention to detail.
• Strong Microsoft Word, Excel and Outlook skills.
• Strong interpersonal skills and sense of teamwork valued.
• Candidate must be professional in appearance and manner.

First Wealth Financial Group offers competitive salary, benefits, 401(k) plan and Paid Time Off