Remote Administrative Assistant for Faith-Based RIA | WFH

Get.It Recruit - Administrative • Full-time • Remote (Austin, TX, US) • 5d ago

Job Overview

Join our esteemed faith-based financial services organization, where we empower families to harness their wealth for meaningful impact. Our commitment to ethical financial stewardship and biblically responsible planning distinguishes us in the industry. Operating in a fully remote environment, we foster a culture of collaboration and excellence, connecting dedicated professionals who share our values.

Key Responsibilities

Coordinate and confirm client appointments to ensure seamless scheduling.
Oversee mass communication initiatives, guaranteeing timely and precise dissemination of information.
Personalize client interactions by crafting and dispatching heartfelt birthday cards.
Assist in the preparation of documentation for client review meetings, ensuring organization and accessibility.
Manage incoming calls and direct inquiries appropriately.
Support the enhancement of our social media presence and contribute to the development of our monthly newsletter.

Required Skills

Exceptional verbal and written communication abilities.
Proficient with computer systems and the Microsoft Office Suite.
Strong organizational skills and meticulous attention to detail.
Capacity to thrive in a dynamic remote work setting with minimal supervision.
Self-motivated with a high degree of professionalism.
Reliable internet connection and mobile phone.

Qualifications

Associate's degree (Bachelor's degree preferred) and/or a minimum of one year of administrative experience.

Career Growth Opportunities

We pride ourselves on providing a flexible remote work environment that encourages professional development. You will have access to top-tier technology platforms that enhance collaboration and service delivery, positioning you for success in your career.

Company Culture And Values

Our organization is rooted in a supportive culture that embraces shared values of faith, stewardship, and service excellence. We believe in fostering an environment where integrity and exceptional service thrive, creating a community that aligns with our mission to serve our clients effectively.

If you are eager to contribute to a team that prioritizes meaningful work and personal values, we invite you to submit your resume and a cover letter detailing your qualifications and motivation for joining our organization.

Employment Type: Full-Time