Administrative Assistant

Overview: We are looking to add a team player to our small firm in Salem. Experience working in small professional office environment would be beneficial. Roles and Responsibilities: Investment Clients and Annual Reviews Proactively review calendar for client annual reviews and have appropriate client review material ready for meetings Maintaining a digital and physical record of all financial transactions, documents, and compliance requirements Complete new account paperwork, ensure accuracy and compliance, monitor from beginning to the end of process Set dockets to follow up with clients for account maintenance, remind advisor of any follow up items to be completed Receive and process client requests for money. Document each transaction. Maintain client database for contact information changes and notes Office Expectations Be able to Multitask Be prepared to handle extra responsibilities if other staff members are unable to perform required tasks Dress in a professional manner during business hours Answer telephone calls and take accurate phone messages Punctuality, following assigned schedule and good attendance are a must. Meticulous attention to detail and ability to perform tasks with accuracy and efficiency in mind Website Maintain and update website, edit graphics, ensure accurate information Log communications received via website and forward to appropriate advisor Keeps website under compliance Social Media/Special Projects Maintains social media accounts, posts, responses, and support accurately and up to date, as needed. Adheres to social media platforms guidelines Job Type: Full-time Pay: $20.00 - $24.00 per hour (based upon experience) Expected hours: No more than 30 per week Benefits: Health insurance Flexible schedule Dental insurance Retirement program Downtown Salem parking Business Hours: Monday through Friday with hours to be assigned. Experience: Customer service: At least 1 year (Preferred) Professional office: At least 1 year (Preferred) Financial services Industry: (Preferred, not required) Work Location: Salem, Oregon (in office only) Job Type: Full-time Pay: $20.00 - $24.00 per hour Expected hours: No more than 30 per week Benefits: 401(k) Dental insurance Flexible schedule Health insurance Retirement plan Vision insurance Schedule: Day shift Monday to Friday No weekends Experience: Customer service: 1 year (Preferred) Ability to Commute: Salem, OR 97301 (Required) Ability to Relocate: Salem, OR 97301: Relocate before starting work (Required) Work Location: In person