Administrative Associate
Randy Scritchfield and Associates Randy Scritchfield and Associates Damascus, MD Damascus, MD Part-time Part-time $22 - $34 an hour $22 - $34 an hour 4 days ago 4 days ago 4 days ago Company Overview Randy Scritchfield and Associates, located in Damascus, MD, is an established and still growing retirement and financial planning practice which currently has a Senior Advisor and Associate Advisor.
As part of the support staff, the person serving this role will be primarily responsible for assisting advisors and providing a high level of client satisfaction.
Position Overview/Summary The Administrative Associate role is an important position within our firm and will primarily support our advisors and be responsible for a variety of office operational items.
This is the perfect role for a person who understands and appreciates the importance of providing a high level of service to clients.
As a smaller, boutique firm, a genuine attitude of being part of a team is essential.
Responsibilities will include:
Client communication Preparing advisors for client meetings Handling of daily office activities to ensure smooth office operations Providing assistance to other team members when needed Standard clerical responsibilities
Qualifications:
- High School Diploma (minimum) - Financial services preferred but not required - Office experience - Reliable, Dependable and willing to embrace teamwork with a positive mindset - People oriented; service-minded - Strong written and verbal communication - Proficient in Word, Excel and CRM software - Understanding of compliance and adherence to all regulations and policies - Capable of self-managing to complete tasks - Willingness to learn new capabilities and expand in position Job Type:
Part-time Pay:
$22.
00 - $34.
00 per hour Expected hours:
25 - 30 per week Schedule:
Day shift Monday to Friday No weekends Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
As part of the support staff, the person serving this role will be primarily responsible for assisting advisors and providing a high level of client satisfaction.
Position Overview/Summary The Administrative Associate role is an important position within our firm and will primarily support our advisors and be responsible for a variety of office operational items.
This is the perfect role for a person who understands and appreciates the importance of providing a high level of service to clients.
As a smaller, boutique firm, a genuine attitude of being part of a team is essential.
Responsibilities will include:
Client communication Preparing advisors for client meetings Handling of daily office activities to ensure smooth office operations Providing assistance to other team members when needed Standard clerical responsibilities
Qualifications:
- High School Diploma (minimum) - Financial services preferred but not required - Office experience - Reliable, Dependable and willing to embrace teamwork with a positive mindset - People oriented; service-minded - Strong written and verbal communication - Proficient in Word, Excel and CRM software - Understanding of compliance and adherence to all regulations and policies - Capable of self-managing to complete tasks - Willingness to learn new capabilities and expand in position Job Type:
Part-time Pay:
$22.
00 - $34.
00 per hour Expected hours:
25 - 30 per week Schedule:
Day shift Monday to Friday No weekends Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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