Administrative Assistant Jobs

Are you someone who self-initiates and is comfortable leading with an approachable and optimistic style? Are you careful and meticulous and utterly reliable because you are organized, self-sufficient and conscientious?

As an Administrative Assistant at Revolution Group, you will play a crucial role in ensuring the smooth and efficient operation of our firm. Your responsibilities will encompass a wide range of administrative tasks, supporting both upper management and advisors in their day-to-day operations, and assisting our team in delivering top-notch financial services to our clients. You will have the opportunity to learn our specialized software and use it to create and complete tasks related to wealth management.

Responsibilities

• Assist with ongoing employee training.
• First point of contact: screen and route telephone calls and manage other correspondence via email, letters, and packages.
• Prepare timely reports and documents, as well as presentations and proposals as assigned.
• Take initiative in problem-solving and project management.
• Be a team player: provide support to existing advisors, handling requests, resolving inquiries, and ensuring up-to-date information and documentation.
• Establish and maintain workflows for onboarding clients and other back-office tasks.
• Assist in onboarding new clients, collecting required documentation, and managing client information.
• Create and update records and databases with personnel, financial, and other relevant data.
• Adhere to our company's core purpose and core values, fostering a positive and professional work environment.
• Collaborate with team members to address challenges and implement process improvements.
• Stay updated on current software and tools to enhance work efficiencies.
• Perform data entry.
• Review and suggest vendor changes, managing third-party vendor relationships.
• Undertake other tasks as assigned to ensure the smooth running of firm administration and operations.
• Travel go-to: manage agendas, travel arrangements, and appointments for upper management and advisors.
• Track inventory of office supplies and place orders when necessary to ensure smooth office operations.

Skills

• Extremely detail-oriented with strong organizational skills.
• Proactive in designing efficient systems and seeking productivity.
• Goal-oriented and driven to complete tasks efficiently.
• Utterly reliable and follow through on every commitment.
• Excellent communication and interpersonal abilities (verbal and written).
• Proficient in MS Office (Word, Excel, PowerPoint), Adobe, Google Drive, DocuSign, and Zoom.
• Team player with a passion for helping colleagues and clients.
• Able to learn and implement various third-party software platforms.
• Customer service-oriented and committed to delivering exceptional service.
• Highly motivated and tech-savvy.
• Previous experience as an administrative assistant or in a relevant role.
• Ability to maintain confidentiality with sensitive information.
• Adaptable and flexible, capable of multitasking effectively and switching tasks seamlessly.

Benefits

• Supplemental pay types: Bonus pay, Retirement Plan available
• Paid time off

Education: Associate degree or higher (Preferred)

Experience: Microsoft Office Apps and Adobe (3 years), Administrative assistant (5 years)

Why Join Us

As an Administrative Assistant at Revolution Group, you will have the opportunity to work closely with a dedicated team of professionals in the financial industry. We offer a supportive and collaborative work environment where your contributions are valued and recognized. This role serves as an excellent entry point into the world of wealth management and financial services, providing you with valuable skills and experience.

Join us in contributing to the financial success and well-being of our clients.

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