Job Description
“A Team That Takes The Time”. Weinstein Wilkes Financial Group is a small yet mighty team who believes in teamwork, hard work, and kind work. We are seeking an Administrative Assistant with a positive outlook who is attentive, a lifelong learner, and an expert problem solver to join our dedicated team.
This essential role helps to provide high quality and high touch administrative support to Financial Advisors, their prospective and existing clients and other branch team members. The ideal candidate will have effective communication skills as well as the ability to organize, prioritize, and manage multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career with Weinstein Wilkes Financial Group could take you!
Responsibilities:
Greet customers and engage them in conversation to build rapport.
Carry out standard customer service activities and handle customer inquiries.
Assess compliance with established standards and protocols.
Data Entry and other office tasks, as required.
Skills:
Uses clear and effective communications skills.
Connects with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
Makes every customer interaction positive by leaving the customer feeling understood, appreciated, and confident.
Analyze problems, offer potential solutions, and create recommendations.
Understands business context as well as organizational structure.
Meets high customer service standards.
Ability to effectively operate all customer management systems.
Weinstein Wilkes Financial Group and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.”
Education
High School (HS)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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