Job Title: Executive Administrative Assistant – PK Financial Group Inc. -Wealth Management Firm
Location: 8054 Darrow Road, Twinsburg, Ohio 44087
Position Type: Full-Time including 401(k), Health Benefits, Profit-Sharing Plan and PTO
Pay: $25-30 per hr
Job Summary:
We are seeking an organized and proactive Executive Administrative Assistant to support our financial wealth management team. This key role will focus on client relationship management, administrative duties, and ensuring the efficient operation of client-facing processes. The ideal candidate will have exceptional attention to detail, strong communication skills, and the ability to multitask in a fast-paced, client-driven environment.
Key Responsibilities:
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Client Relationship Management:
- Onboarding new clients and administer existing accounts.
- Field client and prospect calls and schedule client reviews.
- Ensure accurate documentation of client communication and assist with client invoicing.
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Administrative Support:
- Maintain office supplies and handle general administrative tasks such as mail distribution and invoice payments.
- Handling and Paying monthly bills and utilizing QuickBooks for office accounting activities
Qualifications:
- Strong organizational and multitasking abilities.
- Excellent written and verbal communication skills.
- Experience in wealth management, financial services, or similar industries is a plus.
- Proficiency in Microsoft Office Suite and CRM systems.
- High level of professionalism and discretion in handling client information.
How to Apply: If you are a proactive, detail-oriented professional with a passion for client service and administrative support, we encourage you to apply. Please submit your resume and cover letter to [info@pkfinancialgroup.com or call 216-393-8182 ext.17]. Learn more about PK Financial Group at our website www.pkfinancialgroup.com.
Join our team and contribute to our commitment to long-term operational excellence and business growth.
