Office Assistant

WG Financial Group based out of Huntsville, AL is a retirement planning firm that is continuing to grow. We are seeking an Office Assistant to join our team. This individual will frequently be the first voice clients and prospective clients hear and the first person they meet, making this role essential to the experience we provide.

The ideal candidate is friendly, personable, and professional, with a genuine desire to make others feel welcomed and cared for. It is imperative to work with a high level of professionalism, like the rest of the team.

We use a comprehensive approach to hiring that includes thorough interviews with team members, background checks, and personality tests.

What We’re Looking For:

• High School Diploma
• 2+ years’ experience in a customer service or an administrative role
• Excellent communication; written and verbal, professional and well spoken
• Demonstrates proficiency and confidence working across various platforms and operating systems
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Embraces change and adapts quickly to evolving processes

What you’ll do:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
• Be the first point of contact for prospects and clients
• Calendar management, including setting and confirming appointments
• Ensure beverages and snacks are available for clients and guests
• Maintain the firm’s CRM system through accurate data entry and database management
• Build and improve upon client relationships
• Sort, scan and distribute incoming mail and deliveries
• Order front office supplies and keep track of inventory
• Run errands on behalf of the office
• Support the marketing team with event preparation

What You’ll Get:

• $40,000/year
• Health, dental and vision insurance
• PTO
• 401(k)
• Paid holidays
• Birthday PTO

Schedule:

• In office:
  Monday – Friday, 8:30am – 5:00pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at