JOB OVERVIEW

SmartPro Financial is seeking a full-time Operations Assistant to join our Home Office Team. We are a rapidly growing firm, so the duties and responsibilities vary by the day! We need someone that can easily adapt, likes to learn new skills, and has a strong work ethic.

We are willing to train the right candidate, although the following requirements are a must:

• Excellent communication skills: you will be in contact with your advisors and their clients on a regular basis and must be capable of effective and professional communication.
• Computer skills: you must be comfortable working with computers and be willing and able to learn a variety of customized software software platforms.
• Ambition: we are looking for people that are ambitious, proactive, and have a desire to grow with our company.
• Mission focused: SmartPro is on a mission to provide our clients a path to financial freedom and offer the best experience possible along the way. We invest heavily in the development of our advisors and employees, helping them build life-long, fulfilling careers.

EDUCATION:

• High school or equivalent (Required)

EXPERIENCE

• Administrative Assistants & Receptionists: 1 year (Preferred)
• Customer Service 1 year (Preferred)
  Job Type: Full-time
  Pay: From $21.00 per hour
  Expected hours: 40 per week

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Work Location: In perso

• Event Planning: Working with Event Planning Team to organize, plan, and execute events. Including: Travel, Itinerary, Food, Entertainment, etc.
• Company Relations: Greeting and welcoming advisors, clients, and employees alike. Maintaining happy clients, employees, and advisors are at the forefront of this role. Managing Employee Monthly Happy Hours
• Administrative Tasks: Answering and directing phone calls. Managing incoming and outgoing mail, packages. Onboarding new advisors & employees. Creating Advisors Newsletters using Mailchimp
• Office Management: Ensuring the office is clean, organized, and welcoming. Monitoring and managing access to the facility. Managing the Inventory of office supplies
  Bonus Points: Have you heard of Dave Ramsey? If so, let us know in your cover letter! SmartPro Financial is a team of financial advisors and insurance agents. Please note that you will be required to get fingerprinted and pass a background check prior to employment.

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Retirement plan