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Employment Opportunites

Kingston Wealth Management is currently looking for a Financial Administrative Assistant.  Interested candidates can review the job description below. 

Financial Administrative Assistant

The Financial Administrative Assistant position is a key role designed to support a wide range of functions necessary for the daily operations within Kingston Wealth Management.  General duties include clerical, project-based and occasional receptionist work.  The ideal candidate will feel comfortable stepping outside of their job description and helping with critical firm initiatives when needed.

 

Responsibilities and Activities: 

  • Answer phone calls and email inquiries and route to appropriate team members
  • Perform general clerical duties including but not limited to electronic filing, photocopying, faxing and mailing
  • Manage the office calendar and client database using Customer Relationship Management (CRM) system
  • Call existing clients to schedule and confirm Financial Planning Review meetings
  • Assist Financial Planners in preparing paperwork for Financial Planning Review meetings
  • Create and modify documents using Microsoft Office (Word, Excel, PowerPoint)
  • Support office personnel on other tasks as necessary


Desired Skills and Experience

  • Exceptional oral and written communication skills
  • Professional attitude, demeanor and appearance, as well as being personable, approachable and positive
  • Organized, detail oriented and able to multi-task
  • Recognize urgency and sets priorities
  • Ability to work independently with excellent problem-solving and time-management skills
  • Takes initiative to help team members with projects and other office duties
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
  • CRM experience is a plus


Competitive salary and benefits.

Please email your resume to:  vickibuechele@kingstonfinancial.us