Administrative Assistant

Are you a proactive and dependable person who can work independently? Are you enthusiastic about organizing and coordinating details to ensure everything runs smoothly? Do you enjoy helping others through your proactive problem-solving skills? If so, this may be the job for you! Broadview Financial Advisors is looking for someone who possesses these traits to join our team as an Administrative Assistant. Our firm is passionate about helping our clients live a better financial life. You will be a critical member of a team that is committed to excellence and putting the client’s interest first.

Essential Duties and Responsibilities:

· Manage the calendar and schedule client appointments

· Prepare for client meetings, including composing agendas and accurately preparing client paperwork

· Provide high-quality customer service and demonstrate creative problem solving to resolve client issues

· Compose and prepare correspondence, reports, drafts, memos and emails

· Organize, coordinate, and maintain client paperwork

· Run accurate reports in Albridge

· Answer phone calls and perform general administration and support functions for the office

Core Competencies:

· Strong interpersonal skills with ability to build and develop lasting relationships

· Excellent written and verbal communication skills

· Highly organized with ability to adjust to varying priorities

· Strong follow-through skills

· Keen attention to detail

· Self-motivated with ability to take initiative and work independently, as well as in a team environment

· Ability to use discretion when working with confidential information

· Proficient with general office equipment

· Strong problem-solving skills

Experience and Education Requirements:

· Experience with general office equipment.

· Experience with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, etc.).

· Associate or bachelor’s Degree.

· 1+ years’ experience in insurance, investment, financial services, or administration.

- Series 7 License - preferred