Job Description

Founded in 1994, Williams Asset Management^® is a leading and well-respected financial advisory firm in Howard County, Maryland. Our professional and support personnel offer a full range of client services, including investment management and financial planning. Williams Asset Managementis currently seekingan experienced administrative associate to join our successful firm.

This administrative associate will manage the reception desk, warmly welcome prospective and current clients, and provide exceptional administrative support to the financial advisors and other staff members. The ideal candidate will need to have strong administrative, organizational, and communication skills.

Principal Responsibilities:

· Greet, welcome, and direct visitors appropriately

· Enthusiastically answer incoming telephone calls and manage the phone system

· Contact predetermined clients each month to schedule and confirm appointments for multiple advisory teams

· Manage team Outlook calendars

· Upload and file client documents, correspondence, and agreements

· Update CRM systems

· Run and file daily reports for client meetings

· Compile and mail marketing materials for prospective clients and welcome kits for new clients

· Provide input to improve processes

· Assist with onboarding new clients

· Draft correspondence and other formal documents

· Keep a secure and clean reception area by complying with procedures, rules, and regulations

· Restock office supplies

· Track all outbound client documents/mailings and maintain office mail log

Qualifications/Skills:

· Professionalism

· Excellent verbal and written communication skills

· Excellent organizational skills

· Ability to closely follow established policies and procedures

· Comfortable with working in a fast-paced environment and supporting management and other team members

· Strong attention to detail, including impeccable spelling and grammar

· Proficiency in the use of Microsoft Office (Outlook and Word)

· Patience to do repetitive work correctly

· Ability to multitask, be flexible, and be able to think on your feet

Education and Experience Requirements:

· University/college degree is preferred

· At least 5 years of experience in an administrative role

· Familiarity with multiline phone systems

· Ability to learn new software and technology

· Experience with using OnceHub scheduling software is a plus

This is an in-office position.

Williams Asset Management jobs

Administrative Associate