Guide Wealth Partners is looking for a responsible team member to perform various administrative and clerical tasks for our office and its financial advisors. The associates’ duties include supporting our advisors and employees, assisting with daily office needs, and helping with our company’s general administrative activities. The ideal candidate should have excellent oral and written communication, organizational, and multi-tasking skills. A successful associate should ensure our office and advisors' efficient and smooth day-to-day operation.

Who are we?

Since 1985, Guide Wealth Partners has been committed to helping individuals, families, and business owners create the life they dream of. We passionately serve our clients, understanding their unique situations, and strive to help them create financial stability and security.

Our website: Guidewealthpartners.com

Responsibilities include but not limited to:

Answer and direct phone calls
Greet and direct clients/visitors
Write and distribute email, correspondence memos, letters, and forms
Assist in the preparation of advisor meetings
Help maintain document imaging
Order office supplies and research new deals and suppliers
Help maintain and update client information
Help process client service requests
Assist other support associates & advisors
Back-up when other team members are out of office
Maintain firm policy processes and procedures

Skills:

Proven experience as a receptionist or administrative assistant
Knowledge of office management systems and procedures
Working knowledge of office equipment
Proficiency in MS Office
Excellent time management skills and the ability to prioritize work
Attention to detail and problem-solving skills
High School or equivalent – Business degree preferred

Employer-Paid Benefits:

Health Coverage
Dental Coverage
Vision Coverage
Life Insurance
Accidental Death, Dismemberment
Long Term Disability
Personal Time
11 Paid Holidays
401k
Short Term Disability available thru Aflac but not paid by Guide Wealth Partners

Schedule: Monday to Friday

Work Location: one location

Remote Work: not available

Job Type: Full-time

Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC, a registered investment adviser. Guide Wealth Partners is independently owned and operated. Guide Wealth Parthners 711 2nd Ave SE Suite 200 Cedar Raids IA 52401

Guide Wealth Partners

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