Administrative Assistant

Hawkins Wealth Management

Hawkins Wealth Management is a growing wealth management firm seeking an Administrative Assistant to join us in our mission of helping clients achieve their financial goals. Founded in 2012, we offer a team approach to fee-only comprehensive wealth management. Our mission is to have close relationships with our clients, helping them realize their hopes and dreams is truly what makes life better…for all of us. If you have a relentless, burning desire to succeed then we would love to hear from you. This is your chance to play a key role in the future success of our fast-growing organization! 

Description

The Administrative Assistant is a highly positive and motivated professional with strong organizational skills. This position has a large role in the day-to-day operational duties of the firm, ensuring the office runs smoothly. Duties of this position include all office scheduling, advisor and executive support, and management of our paperless solutions. Applicants should understand their duties may change on a day-to-day basis and will evolve over time as they support projects of high priority to our clients and the growth of the firm.

You are the right person if you have strong problem-solving abilities and are extremely detail oriented. Effective communications skills are a must, as well as the ability to cultivate effective and collaborative relationships in a dedicated team culture.

Key Responsibilities

  • Coordinate all internal and external scheduling needs via phone, email, and internal calendar management
  • Send appointment reminders via phone or email based on client preference
  • Provide general administrative and clerical support including data entry, mailing, scanning, and faxing
  • Provide executive support to the Visionary and Integrator
  • Primary back-up for the Director of First Impressions, providing phone coverage for lunches and breaks
  • Manage the firm’s paperless solutions by scanning and uploading documents for retention
  • Arrange all business travel for the office
  • Cross-train on various client service tasks as needed for the department
  • Develops and maintains written systems of all their activities
  • Writes down 6 Most Important and prioritizes them each day before leaving office
  • Remains current on industry through reading & webinars

Knowledge, Skills, Abilities

  • A genuine interest in service and caring for other people
  • Able to work independently and as a member of a team, balance multiple responsibilities, and demonstrate exceptional time and calendar management
  • Self-starter, takes initiative, and is excited about taking a project from idea to completion
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Superb communication, organizational, and client service skills
  • Strategic thinker with a focus on process improvement
  • Knowledge of EOS is a plus
Job Benefits:
  • Total compensation package includes;
    • Competitive salary
    • 401(k) with company match and profit-share potential
    • Medical, Dental, Vision, Short-term Disability & Long-Term Disability insurances available
    • PTO & paid holidays

Hawkins Wealth Management is an Equal Opportunity Employer. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.

For more information about our company, please visit our website www.hawkinswealth.com. 

COVID-19 Precautions:

Social distancing measures are taken and face masks are required. Meetings are by appointment only.

Application Instructions:

If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Parsons at nicolep@hawkinswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates

Applying for:

Administrative Assistant

Hawkins Wealth Management

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Job ID: 73269

Posted 12 days ago

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