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Administrative Assistant

Palm Harbor, FL · Administrative
SimplePath Retirement
Is expanding fast – Looking for a dedicated, expansion-driven
Administrative Assistant / Director of First Impressions
About our company:
We are an independent retirement planning and wealth management firm. We help high net worth individuals and families plan for their retirement and their legacy.
We are a rapidly growing firm with much room for advancement. We have a professional, yet friendly office atmosphere and team environment that includes paid training and learning opportunities, bonus and incentive trips and more. We work hard to create a fun environment that our staff enjoy coming to in order to help our clients achieve their goals - and they are well compensated for doing so.
Our Location: 1951 Nebraska Ave., Palm Harbor, FL 34683
Our Website: SimplePathRetirement.com
Administrative Assistant's status, schedule and location:
As an employee of the company, your schedule is Monday to Friday from 8:30 am to 5:00 pm. You will be working at our office unless COVID-19 guidelines say different..
Your Mission as Director of First Impressions:
This position will be the face and voice of the firm for all callers and visitors. You should always strive to create a Ritz Carlton type first impression. You will additionally help in keeping the front office running smoothly and helping to maintain the company database and supplies while maintaining the highest level of confidentiality and professionalism.
Secondarily, this role will play a key part in supporting the owner/advisor to be effective and efficient both as a leader for the firm and financial advocate for our clients. This could include assisting with travel arrangements, helping advisor to be prepared for client meetings throughout the day, and assisting with the firms marketing and events.
Specific Job Duties & required attributes include, but are not limited to:
  • Must be sincerely friendly, have excellent client service skills and enjoy greeting people.
  • Answering multi-line phone system, assisting clients with scheduling or follow up needs
  • Maintaining the office environment in an immaculate & organized condition
  • Sending cards, gifts and material to clients and prospects
  • General administrative backup to other team members, as needed
  • Run occasional errands and maintain office supplies
  • Maintain all contacts in CRM, update contact info with vendors, update email & mailing addresses with vendors as needed
  • General administrative backup to other team members, as needed
  • Manage & book all travel arrangements
  • Manages off site storage facility
  • Work closely with the Marketing Director and Office Manager to help firm reach its goals and create opportunities to improve client experience and office efficiency.
Required experience and qualifications:
  • Associates Degree
  • 2+ years of experience working in a professional office, fast-paced environment
  • Computer, email & internet proficiency is required
  • Experience with CRM systems; Salesforce preferred
  • Industry experience a plus, but not required
Preferred soft skills and personality traits:
  • Polished interpersonal and presentation competencies
  • Provide outstanding client service
  • Excellent communication – both verbal and written
  • Exceptional phone skills with ability to answer phone with a smile
  • Self-motivated with Initiative to take on tasks during down time required
  • Good-natured, sincere, caring attitude with impeccable integrity
  • Ability to prioritize projects and manage time
  • Must be detail oriented with the ability to stay organized in a fast-paced environment
  • Professional attire required
Offered salary and other compensation:
We offer a starting salary of $16.00 to $21.00/hour (this can be higher if you are highly qualified), plus bonus’. Benefits: PTO, health, dental, vision, clothing allowance, paid training, retirement plan (based on qualifications).
IMPORTANT: Thank you for applying online only.

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