Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $15.00 - $19.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
Vision Insurance
Disability insurance
Life insurance
Paid Time Off
Paid holidays
Volunteer time off
Paid parental leave
401(k) Plan
Employee assistance program
Job Description
Financial Integrators is a comprehensive wealth management firm dedicated to simplifying the complex financial landscapes of individuals, families, and business owners. With a strong emphasis on personalized financial planning, professional asset management, tax optimization, and estate strategies, the company offers a unified roadmap that covers every aspect of a client’s financial life. Known for its collaborative, team-based approach, Financial Integrators is committed to providing clarity and confidence, helping clients protect their assets through tailored insurance plans, navigate business succession, and prepare for retirement effectively. Thousands of clients have come to trust Financial Integrators for securing their long-term financial legacy by... Show More
Job Requirements
- High school diploma or equivalent required
- Associate's degree or equivalent experience preferred
- At least two years of related administrative and bookkeeping experience highly preferred
- Excellent written and oral communication skills
- Analytical ability to make decisions with limited direction
- Solid computer skills including the ability to learn technology and various systems including video conferencing
- Familiarity with Google Workspace, Salesforce, Excel, and Word highly preferred
- Strong attention to detail and ability to follow through on tasks
- Organizational skills
- Reading comprehension
- Math skills
- Problem-solving skills
- Ability to balance working independently and in a team environment
- Self-starter
- Multi-tasker
- Problem solver
- Goal oriented
- Team player
- Reports to a manager or supervisor
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 25 pounds at a time
Job Qualifications
- High school diploma or equivalent
- Associate's degree or equivalent experience preferred
- At least two years of related administrative and bookkeeping experience highly preferred
- Excellent written and oral communication skills
- Analytical ability to make decisions with limited direction
- Solid computer skills, including the ability to learn technology and various systems such as video conferencing, familiarity with Google Workspace, Salesforce, Excel, and Word highly preferred
- Strong attention to detail and ability to follow through on tasks
- Organizational, reading comprehension, math, and problem-solving skills
- Ability to balance working independently with working in a team environment
- Self-starter, multi-tasker, problem solver, goal oriented, and a team player
- Experience reporting to a manager or supervisor
Job Duties
- Manage essential administrative activities, including setting appointments, preparing meeting materials, and handling all incoming and outgoing correspondence
- Serve as the primary point of contact for visits and calls, building lasting relationships and ensuring every interaction is professional and welcoming
- Track outstanding items to completion, research creative solutions to office challenges, and ensure all numerical and financial data is recorded and reconciled with total accuracy
- Collaborate with staff members to set future actions, create assignments, and ensure the office is fully stocked and prepared for daily success
- Maintain confidentiality and accuracy essential to a professional financial services environment
- Support video conferencing and other technology tools
- Assist with bookkeeping and financial document preparation
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
OysterLink helps restaurants, hotels, and hospitality businesses hire.
You may be also interested in: