Administrative Assistant
📋 Role Overview & Responsibilities
About this Job
We are looking to hire an individual as an Administrative Assistant for our team of Wealth Advisors. As an entry level position, the Administrative Assistant will learn the basics of our industry, how we operate as a firm, and support the advisors in their everyday tasks. Our vision for the Administrative Assistant role, is to have them grow with our firm organically. If proven to be a valued resource and commodity, they will be able to make the transition to the role of advisor. Which means, they will be able to obtain their Securities Licenses (7 & 66) and begin their career as a Wealth Advisor with Hibernia Wealth Management. With our clear and structured path of advancement within the firm, Administrative Assistants can see their growth potential from day 1 and how our branch teams operate. Administrative Assistant Responsibilities:· Process new accounts, updates, and changes for clients.· Schedule and confirm client appointments. · Sitting in on appointments between the advisor and their client(s) to assist with note taking, while learning the process of client and portfolio management.· Assisting with creating financial plans for new clients or those who are approaching retirement.· Proactively reviewing changes in client accounts and informing the advisor.
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Baton Rouge, LA with potential relocation and sponsorship assistance depending on candidate qualifications.
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