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 Management is currently seeking an experienced administrative associate to join our successful firm.
This administrative associate will manage the front desk and warmly welcome prospective and current clients, as well as 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 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:
Telephone 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 third-party scheduling software is a plus
Benefits Summary:
Opportunity for an annual bonus based on company performance and subjective criteria
We offer a full suite of company-paid benefits, including:
Disability Insurance
Life Insurance
401k with a safe harbor contribution
Paid time off
Medical, Dental, and Vision Insurance
**This is an in-office position.**
It is the policy of Williams Asset Management to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Williams Asset Management will provide reasonable accommodations for qualified individuals with disabilities.