Job description

Job Title: Administrative Assistant, Financial Services

Located: Napa, CA

Job Description:

Wine Valley Wealth Management is looking for a licensed Administrative Assistant to join a small dynamic team of professionals, responsible for a variety of administrative and clerical tasks in a fast-paced office. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional, friendly support to clients and fellow team members. The ideal candidate for this role is reliable, resourceful, a good problem solver, organized and has acute attention to detail.

Essential Duties and Responsibilities:

Duties include but are not limited to:

o Prepare and process new account paperwork for advisors

o Prepare any additional follow up forms for clients per advisor’s requests

o Send documents via e-signature to clients

o Create, edit, reset, and delete account view profiles for clients

o Manage and handle advisor notifications

o Follow through with all paperwork to ensure it is in good order

o Manage in an outbound call with professionalism

o Mail agreements, brochures, and other client account paperwork to clients

o Research and resolve account issues or miscellaneous questions for clients and advisors

o Maintain files and prepare correspondence and documents for advisors and clients

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

o Identifies and resolves problems in a timely manner

o Intuitive and resourceful to gather, analyze and resolve complicated issues

o Responds promptly and accurately to client questions and needs

o Meets commitments and maintains confidentiality

o Exhibits sound and accurate judgment

o Demonstrates accuracy and thoroughness

o Monitors own work to ensure quality

o Strong attention to detail

o Strong time managements skills

o Develop and maintain positive relationships with internal and external clients

o Contributes to building a positive team culture

o Thrives in a fast-paced environment

Education and/or Experience:

Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training, or equivalent combination of education. Series 7 & 66 licensing is required.

About Wine Valley Wealth Management Financial Advisors:

At Wine Valley Wealth Management we strive to develop long-lasting relationships and developing financial plans tailored specifically to the individuals needs and desires through every stage of their financial journey.

Job Type: Full-time

Pay: $65,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Napa, CA 94558: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)

Work Location: In person

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