Job Summary: The Administrative Associate will play a crucial role in supporting our wealth management team. This position requires a detail-oriented individual with strong organizational skills and the ability to handle multiple tasks efficiently. The ideal candidate will have experience in administrative support and a passion for delivering exceptional client service.
About Us: We are Cedar Point Capital Partners, a homegrown firm built to offer a different kind of client experience. Our mission is to build relationships in an industry known for transactions, and to create portfolios based on data-backed investment strategies-not fads. Whether you live, work, and play here in the Iowa City-Cedar Rapids Corridor or across the country, we are your local partners in financial planning and wealth management. Our team is dedicated to getting to know our clients on a deeper level and building connections that last.
Key Responsibilities:
Serve as the first point of contact for clients, providing a welcoming and professional experience.
Manage and route incoming client inquiries and communications.
Maintain and update client records in our CRM system (Microsoft Dynamics).
Schedule client meetings and manage team calendars.
Assist with the preparation of client reports and presentations.
Support marketing and client outreach initiatives, including social media management.
Perform general office administration tasks, such as filing, data entry, and office supply management.
Qualifications and Skills:
High attention to detail and accuracy.
Strong organizational and multitasking abilities.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite and CRM systems (Microsoft Dynamics preferred).
Ability to work independently and as part of a team.
A proactive and client-focused approach to work.
Education and Prior Experience:
2 years prior experience in administrative support, preferably in financial or wealth management
High school diploma required, Associate's degree or higher a plus
Benefits: We offer comprehensive medical, dental, and vision coverage, including prescription services. Our benefits package includes basic life and AD&D insurance, with options for additional voluntary coverage, as well as short-term and long-term disability insurance. Employees can contribute to a Health Savings Account (HSA) on a pretax basis for qualifying health care expenses, and we also offer a Flexible Spending Account (FSA) for pretax contributions. Our Employee Assistance Program (EAP) provides resources to support the health and wellbeing of employees and their dependents. Additionally, we offer an Adoption Assistance Program for reimbursement of qualifying adoption expenses and access to a variety of training and development programs.
Opportunities for Growth: We are committed to the professional development of our team members. This role offers opportunities for career advancement and expanded responsibilities within the firm.
How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position to info@cedarpointcap.com
Cedar Point Capital Partners is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees feel valued and respected. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. We encourage applications from all qualified individuals and are dedicated to providing a work environment free from discrimination and harassment.