Administrative Assistant
📋 Role Overview & Responsibilities
Welcome to Martin Wealth Solutions, accessible at www.PlanWellRetireHappy.com. Located in the vibrant town of Christiansburg, VA, we serve as your guide in the world of financial planning. Known for our customized approaches to retirement planning and wealth management, we offer more than just services—we are a close-knit community. At Martin Wealth Solutions, we do more than just plan for the future; we ensure its success.
Martin Wealth Solutions is actively seeking a dedicated and talented Administrative Assistant to become part of our team. This key role is essential in offering exceptional support to our expanding client base. The position provides a unique chance to play a vital role in our dynamic team, making a significant contribution to our goal of providing excellent financial solutions.
PAY: $18.00 - $21.00 per hour
Duties:Streamline client onboarding.Provide superior client service.Oversee investment and insurance paperwork.Gather client feedback and assess satisfaction.Partner with the advisory team to achieve goals.Basic Requirements:High school diplomaKnowledge of investment or insurance paperwork.Strong communication, multitasking, and time-management skills
Why Martin Wealth Solutions?This isn't just a job; it's a career-making move. We offer competitive remuneration, but more importantly, a chance to profoundly impact our clients' lives while learning, growing, and developing as an advisor into who you want to become. We're more than a financial advisory firm; we're in the business of transforming lives through exceptional service.
Martin Wealth Solutions is an equal opportunity employer, committed to providing a welcoming and inclusive environment for all employees.
Frequently Asked Questions
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This position is located in Blacksburg-Christiansburg-Radford Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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