Job Description – Receptionist/Office Support
Job Title: Administrative Assistant
Status: Full-time
Compensation: $18 per hour
Hours: Monday – Friday: 8:30 AM – 4:30 PM (some flexibility)
Location: Des Peres, MO
Company Description
LEER Financial Wealth Management, a St. Louis owned and operated comprehensive wealth management firm, was created with the pledge that our clients' interests would always come before our own. Our small and hard-working team strives to provide the highest level of unbiased advice and superior service to support our clients in reaching their specific financial goals.
Job Description
LEER Financial Wealth Management is looking for a detail-oriented Administrative Assistant to provide two Financial Advisors office and administrative support. This important team member, who welcomes clients to the office, must be cheerful and professional. Excellent oral and written skills are needed to manage incoming and outgoing client communications and build relationships with firm clients.
Job Responsibilities
● Greet and welcome clients and visitors in a friendly and professional manner
● Manage incoming and outgoing communications, including telephone, mail, email, faxes, and newsletter
● Schedule appointments and assist with meeting preparation
●Schedule and manage assigned tasks and activities in Customer Relationship Management (CRM) and advisors’ calendars
● Follow-up and ensure client account activities and client service tasks are processed accurately and timely
● Assist with office management duties, including office opening and closing procedures, maintaining office supplies, and organizing files
Required Qualifications
● Ability to maintain a high degree of confidentiality and pass State and Federal background checks
● Proficient computer skills, including advanced knowledge of Microsoft Office Suite
● Exceptional oral, written, and social communication skills
● Trainability, the ability to learn quickly and pick up on training
● Self-motivated and effective follow-up skills, including ability to meet deadlines without prompting
● Professional appearance and demeanor, positive attitude, and willing to cooperate
Preferred Qualifications
● Experience in client support/service
● Experience in office reception and administrative assistance
Benefits
● Annual performance evaluation w/ compensation review
● 11 Paid Holidays (per year)
● Paid Time Off (PTO)
● 401K Retirement Plan
Job Type: Full-time
Pay: From $18.00 per hour
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- St. Louis, MO 63131 (Required)
Work Location: In person