Administrative Assistant

At Revision Wealth Management, we are proud to serve the entire state with our comprehensive expertise in various sectors of the industry. With a team that brings together more than 40 years of combined knowledge and resources, we are currently seeking talented individuals who are eager to contribute to and grow within our dynamic field.

We are currently seeking an Administrative Assistant to join our team at our location in Jacksonville, Florida. This role is vital for ensuring the smooth execution of our office operations, involving clerical tasks, managing communications within the office as well as with advisors and clients, and supporting our daily marketing, scheduling, and client file management efforts.

Key Responsibilities:

• Serve as the first point of contact for RWM, presenting a warm and professional welcome to prospects and clients.
• Facilitate communications among staff, advisors, and clients, providing necessary information as required.
• Support the management of CRM and planning software, including updating accounts, merging, sending invites, and managing mail requests.
• Ensure office procedures are organized and efficiently executed.
• Manage data entry, client appointment scheduling and confirmation, and the generation of birthday lists.
• Take charge of document filing and maintaining office supplies.
• Handle all incoming and outgoing mail and FedEx deliveries.

Preferred Qualifications:

• Experience in an administrative role within the financial services sector.
• Strong organizational, time management, and communication abilities.
• Proficient in multitasking, with excellent telephone handling skills.
• Experience with scheduling and a collaborative team spirit.
• Attention to detail.
• Competent in using computers and various technical software.
• Proficiency in customer service, both verbal and written.
• Familiarity with software applications like Microsoft Office Suite, Right Capital, and Salesforce, etc.

We are committed to creating a supportive and dynamic environment. We value the contributions of our employees and strive to foster growth and efficiency. If you are organized, detail-oriented, and passionate about providing exceptional administrative support, we encourage you to apply.

Revision Wealth Management is an equal-opportunity employer. Our ethos embraces diversity and inclusion, fostering an atmosphere where every employee's unique insights are valued and respected.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00/Salary

Benefits:

• 401(k) Opt In
  
• Health Insurance Stipend
• Paid time off
• Professional Development Reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Jacksonville, FL 32256: Relocate before starting work (Required)

Work Location: In person