Company Overview

We are a rapidly expanding financial advisory firm based in Collierville, TN. We are a service-focused firm providing an array of financial solutions, ranging from financial planning to investment advising and retirement services that help our clients achieve their financial goals. Our office provides a comfortable, professional work environment in a safe and quiet professional center with access to an idyllic park. We are seeking an Administrative Assistant to contribute to our success.

Job Description

As the  Administrative Assistant , you will play a crucial role in supporting the daily operations of our financial advisory practice. The ideal candidate will embody qualities such as honesty, hard work, ethics, and friendliness. We value individuals with a high level of integrity who seek challenges and strive for excellence. On-site attendance from 8:00 AM to 5:00 PM Monday through Friday is imperative.

This is a great opportunity for a talented individual who desires a team-based, fast-paced, professional environment.

Responsibilities

CRM Management & Misc. Reporting:

• Excess Cash Report (weekly)
• Household Cleanup/Maintenance Report (weekly)
• Work with receptionist to monitor and maintain accurate past-due list (weekly/monthly)
• Add outside assets in the Customer Relationship Management (CRM) software
• Maintain “New Assets” spreadsheet

Financial Planning:

• Sort client data into binders
• Assemble Financial Plan (FP) binders for meetings
• Keep stock of FP supplies (binders, tabs, labels, etc.)
• Implement new systems
• Maintain master FP binder to include: Status Report, all FP summaries (YTD/previous year), pending action items, assets brought in)
• Create FP agendas & post FP agendas

Reports for Portfolio Reviews:

• Create reports for portfolio reviews when Portfolio Reporting Coordinator is out of the office
• Update outside assets ahead of Portfolio Review (PR)
• Create PR agendas

Special Projects & Miscellaneous Support:

• Support marketing team with mass mailing, mailing lists, etc.
• Ensure all notes from market movements are in CRM
• Create master task list/to-do list for administrators' internal use
• Clean up client folders in hard drive
• Update/add/remove custom fields in CRM
• Add outside assets from previous financial plans

Qualifications

A bachelor's degree is preferred but not required (minimum requirement is a GED.) Proficiency with Microsoft Office and the ability to quickly learn other software programs is essential. In addition, you must be  highly  organized and detail-oriented. Creative and energetic candidates are a plus!

What We Offer

• Competitive salary based on experience.
• Health and Dental Insurance.
• 401(k) with matching contributions.
• A generous personal leave policy.
• Opportunities for professional development through employer-sponsored training and advancement within the firm.
• A collaborative and supportive work environment.
• On-site gym
• Walking trail
• Stocked pantry and fridge

More About Our Company

We are a long-established, award-winning, and quickly growing wealth advisory firm. Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service. Our team embraces a core group of values exemplified in our daily interaction with our clients, peers, and the community we serve. In bringing our core values to life, we make a difference in the lives of our employees, our clients, and those in our communities.

Our office is located in Collierville, TN, and provides a comfortable, professional work environment. Our office culture is highly professional and friendly, without sacrificing the quality of our results. As an established, independent wealth advisory firm, we maintain the highest level of professional standards.

Interested candidates should submit a cover letter, salary requirements, and resume.

No phone calls, please.

Pickler Wealth Advisors | 1135 Halle Park Circle | Collierville, TN 38017

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.