Position Summary and Responsibilities:
The Administrative Assistant will possess 1 to 2 years of experience supporting a financial advisor or financial services experience. They will provide high-level professional support to the Financial Advisor and clients, timely handling all service requests, administration of new business processing; scheduling, preparing for and following up on client appointments client relationship management system.
Primary Tasks:
Technology Knowledge, Skills and Attributes:
Professional Skills and Attributes:
Location
Oklahoma City
Hybrid after first 8 weeks of training: 3 days in office; 2 days remote.
Pay Range
$42,000 - $50,000. Monthly discretionary bonus opportunities based on personal performance and advisor production. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications
Hours
Full Time, Monday-Friday: 8am to 5pm, with 1-hour lunch
Benefits
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