Administrative Assistant for Boutique Private Wealth Advisory Practice

Business Name: 
Minkoff & Associates
Industry: 
Financial Services
Type of Position: 
Part-Time Job
Grade Level: 
Graduate
Location: 
San Francisco
Days/Hours per Week: 
30 hrs/week
Pay Range: 
Hourly, depending on experience
Benefits: 
  • Sick pay accrual
  • Paid company holidays (if it falls on a day the employee is working)
  • Eligibility of health insurance (details to be discussed)
Duration of Position: 

On going

Position Description: 

Work with a great team to coordinate all client service activities with a focus on delivering the ultimate client experience. We are looking for a team player, interested in facilitating client-servicing activities so that the advisors can focus efforts on growing the firm. We are looking for someone to work 30 hours per week (can be flexible with how hours are structured).

Position Responsibilities: 

Client Care/ Administrative (75%)

• Schedule client appointments and help prepare agendas and forms for appointments

• Conduct client appointment reminder calls, texts and check-in calls on follow up items

• Greet clients upon arrival and extend hospitality to clients

• Maintain client management system and pull client reports for advisors and team

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Order supplies, trouble shoot technical issues, log checks and mail, file, keep office organized

• Perform other allowable duties as assigned by the financial advisor(s)



Business Management/ Operations (25%)

• Assist financial planning assistants with creating paperwork and other ad-hoc projects as it relates to the file prep process

• Help with marketing and client events

Required Qualifications: 
• Focus on client needs and customer service at all times
• Detail-oriented and process driven
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication 
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expertise with Microsoft Office applications; comfortable learning and navigating new technology and software applications.
 
Preferred qualifications
• Focus on client needs and customer service at all times
• Detail-oriented and process driven
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication 
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expertise with Microsoft Office applications; comfortable learning and navigating new technology and software applications.

 

How to Apply: 

Please send your resume to Jennifer.James@ampf.com

Application Deadline: 
ASAP