Executive Assistant/First Impressions Associate
Hoxton Planning & Management LLC Hoxton Planning & Management LLC Shepherdstown, WV Shepherdstown, WV Full-time Full-time $45,000 - $52,000 a year $45,000 - $52,000 a year 9 days ago 9 days ago 9 days ago
Job Description:
The Executive Assistant/First Impressions Associate is charged with the important responsibility of creating a positive and welcoming experience for clients and people considering a relationship with HPM.
They work with the firm's financial planning team and clients.
The ideal candidate will be a collaborative and team-oriented individual with a high ethical character, as well as a self-starter with a strong work ethic.
Professionalism and positive disposition are critical attributes of the successful candidate.
Setting the Tone of the Office:
Creating an Unforgettable First Impression -Always presents a professional and pleasant face and manner to our vendors, clients, and staff.
-Always projects a cheerful and positive demeanor on the phone and in person.
-Greets all visitors to the office with a warm welcome, eye contact, a smile and a handshake.
-Treats everyone with respect and kindness Duties and Responsibilities include (but are not limited to):
? Opens and closes the office on a daily basis and prepares the office for business.
? Answers the phone within three rings and assists the caller or directs the calls quickly.
? Assists with greeting incoming clients and offering beverages.
? Manages incoming and outgoing mail.
? Maintains advisor outlook calendars and keeps advisors aware of daily appointments and cancellations.
? Places orders pertaining to our office:
coffee, office supplies, etc.
? Provide support throughout the day for other team members as questions/situations arise.
? Confirm advisor appointments as needed.
? Handle confidential information in a discrete and professional manner.
? Adheres to HPM's established process manual and provides improvements where needed.
Qualifications:
? Position requires work experience in an administrative role managing administrative functions.
? Effective communication skills.
This includes verbal and written communication with advisors, team members, clients, and third parties.
? Financial services experience is preferable.
? Proficiency with relevant software applications such as Microsoft Office (Word, Excel, Power Point and Outlook).
? Knows or is able to learn Salesforce Customer Relationship Management Application.
? Prioritization skills to keep office moving smoothly.
? Customer service experience is preferable.
? Excellent time, task, and project management skills.
Job Type:
Full-time Pay:
$45,000.
00 - $52,000.
00 per year
Experience:
Microsoft Excel:
3 years (Preferred) Microsoft Powerpoint:
1 year (Preferred) Ability to Commute:
Shepherdstown, WV 25443 (Required) Work Location:
In person The Executive Assistant/First Impressions Associate is charged with the important responsibility of creating a positive and welcoming experience for clients and people considering a relationship with HPM.
They work with the firm's financial planning team and clients.
The ideal candidate will be a collaborative and team-oriented individual with a high ethical character, as well as a self-starter with a strong work ethic.
Professionalism and positive disposition are critical attributes of the successful candidate.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Job Description:
The Executive Assistant/First Impressions Associate is charged with the important responsibility of creating a positive and welcoming experience for clients and people considering a relationship with HPM.
They work with the firm's financial planning team and clients.
The ideal candidate will be a collaborative and team-oriented individual with a high ethical character, as well as a self-starter with a strong work ethic.
Professionalism and positive disposition are critical attributes of the successful candidate.
Setting the Tone of the Office:
Creating an Unforgettable First Impression -Always presents a professional and pleasant face and manner to our vendors, clients, and staff.
-Always projects a cheerful and positive demeanor on the phone and in person.
-Greets all visitors to the office with a warm welcome, eye contact, a smile and a handshake.
-Treats everyone with respect and kindness Duties and Responsibilities include (but are not limited to):
? Opens and closes the office on a daily basis and prepares the office for business.
? Answers the phone within three rings and assists the caller or directs the calls quickly.
? Assists with greeting incoming clients and offering beverages.
? Manages incoming and outgoing mail.
? Maintains advisor outlook calendars and keeps advisors aware of daily appointments and cancellations.
? Places orders pertaining to our office:
coffee, office supplies, etc.
? Provide support throughout the day for other team members as questions/situations arise.
? Confirm advisor appointments as needed.
? Handle confidential information in a discrete and professional manner.
? Adheres to HPM's established process manual and provides improvements where needed.
Qualifications:
? Position requires work experience in an administrative role managing administrative functions.
? Effective communication skills.
This includes verbal and written communication with advisors, team members, clients, and third parties.
? Financial services experience is preferable.
? Proficiency with relevant software applications such as Microsoft Office (Word, Excel, Power Point and Outlook).
? Knows or is able to learn Salesforce Customer Relationship Management Application.
? Prioritization skills to keep office moving smoothly.
? Customer service experience is preferable.
? Excellent time, task, and project management skills.
Job Type:
Full-time Pay:
$45,000.
00 - $52,000.
00 per year
Experience:
Microsoft Excel:
3 years (Preferred) Microsoft Powerpoint:
1 year (Preferred) Ability to Commute:
Shepherdstown, WV 25443 (Required) Work Location:
In person The Executive Assistant/First Impressions Associate is charged with the important responsibility of creating a positive and welcoming experience for clients and people considering a relationship with HPM.
They work with the firm's financial planning team and clients.
The ideal candidate will be a collaborative and team-oriented individual with a high ethical character, as well as a self-starter with a strong work ethic.
Professionalism and positive disposition are critical attributes of the successful candidate.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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