INSIGHT WEALTH STRATEGIES Administrative Assistant Salary in the United States

Description

Insight Wealth Strategies, LLC is a Registered Investment Advisory firm in San Ramon, offering financial planning and investment management services to high net worth clients. Insight has been growing an average of 20% each year for the last 17 years and is composed of a team of 11 client-facing Financial Planners with an additional support staff of over 15 people. 

We are seeking an entry-level Administrative Assistant to provide administrative and clerical support to several of our teams/managers, with a primary focus on marketing. This individual will report to our Operations team but have the opportunity to work with a variety of teams (Sales, Marketing, HR, Finance) on many different tasks. Our ideal candidate will be self-motivated, reliable, organized, and flexible with new and shifting responsibilities as our teams continue to grow. 

Responsibilities

? Mail marketing materials to prospects and clients

? Assembling meeting folders

? Kitchen inventory and daily shutdown

? Processing daily mail

? Filing and scanning documents

? Data clean-up and tasks in the CRM

? Assist on various projects such as holiday gifting, digitization efforts, printing training binders, photocopying, company events, etc. 

Requirements

Minimum Qualifications

? High School diploma

? Minimum 2 years of administrative work experience, preferably in an office environment

? Proficient in Microsoft Office

About You

? Polite, professional and articulate communication skills

? Outstanding organizational skills and attention to detail

? Can manage multiple tasks independently with minimal supervision

? Excellent work ethic with a strong focus on client service

• Strong listening skills and sense of responsibility 

• Team player with a positive attitude

• Pass a criminal background check and have decent credit

What We Offer:

? Competitive salary ($37,000 to $42,000 based on experience) 

? Benefits including health, dental, vision, paid holidays, paid time off, and sick time.

? 401(K) with company contribution, Defined benefit plan, and profit-sharing plan from employer equal to approximately 8% of your salary

? Opportunities for upward mobility and compensation growth