Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Exact $50,000.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
Vision Insurance
Paid parental leave
401K matching plan
HSA Employer Contributions
Student Loan Assistance
Pet insurance
Job Description
WealthTrust Advisors, an affiliate of Hightower, is a distinguished wealth advisory practice that has been delivering comprehensive wealth management solutions since 1996. Specializing in financial planning, retirement planning, and estate planning, the firm caters to individuals and families seeking trusted guidance to secure and grow their financial futures. With advisors boasting over 24 years of experience in the investment management industry, WealthTrust Advisors emphasizes a client-centered approach, leveraging the collective wisdom and resources of the broader Hightower community to provide customized, effective wealth management strategies. As part of Hightower, a national wealth management firm founded in 2008 and based in... Show More
Job Requirements
- bachelor's degree or equivalent experience
- excellent verbal and written communication skills
- friendly demeanor with the ability to make quick connections with staff and clients
- ability to work independently as well as collaboratively within a team
- proficiency in Microsoft Office including Outlook Word PowerPoint
- attention to detail and ability to prioritize multiple tasks effectively
- demonstrated ability to maintain confidentiality and handle sensitive information with discretion
Job Qualifications
- bachelor's degree or equivalent experience
- excellent verbal and written communication skills
- friendly demeanor with the ability to make quick connections with staff and clients
- ability to work independently as well as collaboratively within a team
- proficiency in Microsoft Office including Outlook Word PowerPoint
- attention to detail and ability to prioritize multiple tasks effectively
- demonstrated ability to maintain confidentiality and handle sensitive information with discretion
Job Duties
- serve as the receptionist for clients and visitors both in-person and via phone
- route incoming calls to team members and manage team calendars to prepare conference rooms for client meetings
- order and keep track of office and kitchen supplies
- provide administrative assistance to all team members as needed such as proofreading documents sending FedEx packages or opening IT tickets on their behalf
- prepare and manage expense reports
- ensure timely and accurate payment of vendor invoices
- maintain a clean and professional office space
- manage the coordination and delivery of holiday gifts and cards to clients and record the details with the compliance department
- work in the office five days a week
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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