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Bell Wealth Management, a fully owned subsidiary of Berger Financial Group, prides itself on serving clients at the highest level. With our experienced and knowledgeable staff, we believe that excellence in client service is paramount. Consider joining our team today!

Current Openings: 

Financial Services Administrator

Job Summary

Our financial firm is looking for a dedicated admin to handle client-facing duties as well as general office tasks and general support to financial advisors. The administrative assistant is responsible for creating a warm and inviting environment for our clients and guests - this position is an integral part of our “You First” client experience.The ideal candidate would have a high level of attention to detail. Able to work with a team but also able to complete tasks independently, able to research tasks and reach out to outside resources as needed, has a willingness to adapt to an ever evolving industry, and is dedicated to make a long term career investment and grow with the firm.

Key responsibilities include, but are not limited to:

  • Greet clients and guests making them feel welcomed into our office
  • Answer phones and distribute calls to appropriate staff
  • Maintain reception area and office to ensure neat and professional appearance
  • Sort, open and distribute mail
  • Restock reception area and office supplies
  • Schedule client and staff meetings
  • Scan in documents as needed for staff
  • Assist with all staff members on various projects as assigned
  • Creates, gathers and organizes collateral for client meetings and enters client specific financial information into financial planning software
  • Timely and accurately maintain all documentation from the client into company systems.
  • Develops working knowledge of any systems as they may be implemented and strives to improve current processes.

Qualifications and attributes:

  • Exceptional customer service skills and professional phone manner
  • Proficiency in Word, Excel, PowerPoint, Outlook
  • Must be organized, detail-oriented and able to prioritize multiple tasks
  • Has the desire to learn new things with a positive attitude
  • Enjoys working in a fast paced, small company environment
  • Willingness and ability to learn and use new technology
  • Excellent written and verbal communications skills
  • Ability to take direction, ask appropriate questions and complete tasks independently
  • Handles stress while operating with a sense of urgency and using good judgement
  • Ability to effectively present information and respond to questions from managers, clients, customers and the general public.
  • Ability to seek out solutions and solve problems
  • Client “You First” Attitude

Job Type: Full-time

Salary: $38,000.00 to $42,000.00 /year

Please send resumes and cover letters to anthony@bergerfinancial.com