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Company Name : WE Alliance Wealth Advisors
Location : Roseville, CA 95661
Position : Administrative and Financial Assistant
Job Description : A busy Registered Investment Advisor’s office is looking for a full-time Financial Assistant.The perfect candidate for this position must be focused and organized. Be able to multi-task and prioritize, problem solve and work with little supervision. Job responsibilities include preparing paperwork for client meetings, follow up on signed documents, scanning, client servicing, some filing and helping the front desk with phones. Attention to detail is a must. Experience in a busy financial office would be preferable, but not required. Knowledge of SEC compliance standards and financial industry terms or the ability to learn quickly will be expected. Life Insurance and Annuity understanding will be preferred.Required skills include familiar with Microsoft Office, Laser app, Adobe, and DocuSign, experience with a CRM is helpful.Pay will be based upon experience, with medical, vision and dental insurance provided after 60 days, the employer pays half of the benefits and the employee pays half for the employee, dependent insurance is available with the employee paying 100%.Please do not call the office, but reply via email.Job Type: Full-timePay: $20.00 – $28.00 per hourBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insuranceSchedule:8 hour shiftEducation:Associate (Preferred)Experience:Microsoft Office: 1 year (Preferred)Administrative Experience: 2 years (Preferred)Work Location: One location
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