AmesRecruiter Since 2001
the smart solution for Ames jobs

Administrative Assistant

Company: Marrs Wealth Management
Location: Ames
Posted on: December 2, 2019

Job Description:

Administrative Assistant Job Posting _____________________________________________________________________________________ Marrs Wealth Management is a Registered Investment Advisor firm based in Ames, IA, offering investment management and financial planning services to individuals and families. We maintain the highest standards of integrity and professionalism in our client relationships. Candidate must possess high ethical standards and a keen eye for detail as well as strong analytical capabilities and a positive, client-oriented attitude. ______________________________________________________________________________ An ideal candidate will have proven proficiency in the following areas: Proven office experience in financial advisory firm or financial support role Excellent time management skills and the ability to prioritize work Attention to detail and problem solving in an efficient manner Excellent written and verbal communication skills Strong organization and planning skills Friendly and positive phone demeanor Experience with TD Ameritrade reports and/or CRM client software is a plus ______________________________________________________________________________ Job Responsibilities: Create a welcoming environment for clients, and maintain front office appearance Answer and direct phone calls Coordinate and schedule appointments Client processing support for financial professional Coordinate and direct client events with other team members and assist as necessary Handle sensitive information in a confidential manner Gather appropriate printed and electronic materials and assist in preparation of regularly scheduled reports Produce and distribute letters and forms Scan and categorize forms; maintaining firm electronic and paper filing system Inventory and order office supplies Receive, sort, and distribute mail And above all a positive attitude and sincere willingness to constantly learn and grow Excel proficiency Responsibilities and time allocated to duties will change over time to meet the needs of the firm and can include other duties as assigned.

Keywords: Marrs Wealth Management, Ames , Administrative Assistant, Administration, Clerical , Ames, Iowa

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Administration, Clerical Jobs


Data Entry Clerk
Description: DescriptionDo you have an eagle eye for even the tiniest inconsistencies and errors Can you create spreadsheets with large numbers of figures without mistakes If you possess super-fast and accurate (more...)
Company: Robert Half Accountemps
Location: West Des Moines
Posted on: 12/11/2019

Office Assistant
Description: DescriptionRequirementsRequesting applications for skillful Office Assistant candidates Due to this position being located in their Shipping Department the individual must be able to work in a fast paced (more...)
Company: Robert Half Office Team
Location: West Des Moines
Posted on: 12/11/2019

Secretary (Office Automation)
Description: This position is located in the United States Department of Agriculture, Plant Introduction Research Unit PIRU and North Central Regional Plant Introduction Station NCRPIS in Ames, Iowa. Job requires (more...)
Company: Iowa State Job Bank
Location: Ames
Posted on: 12/11/2019


Receptionist-Message Center
Description: Choose a career that matters with UnityPoint Health Des Moines UnityPoint Health - Des Moines is a family of four hospitals including Iowa Methodist Medical Center, Iowa Lutheran
Company: UnityPoint Health
Location: Des Moines
Posted on: 12/11/2019

MEDICAL ADMINISTRATIVE OFFICER
Description: SummaryIOWA AIR NATIONAL GUARD - TITLE 32 EXCEPTED SERVICE POSITIONThis position is restricted to current Military members of the Air Force, Air Reserve, or Air National Guard willing and eligible to (more...)
Company: Air National Guard Units
Location: Des Moines
Posted on: 12/11/2019

Quality Assurance Intern- Summer 2020 in Des Moines, Iowa - Careers at CO-OP - Admin - Clive, IA
Description: The Opportunity CO-OP Financial Services is bringing digital transformation to the credit union movement. We're creating innovative technology solutions that help not-for-profit credit unions best serve (more...)
Company: Co-Op Financial Services
Location: Des Moines
Posted on: 12/9/2019

Quality Assurance Analyst III in Des Moines, Iowa - Careers at CO-OP - Admin - Clive, IA
Description: The Opportunity CO-OP Financial Services is bringing digital transformation to the credit union movement. We're creating innovative technology solutions that help not-for-profit credit unions best serve (more...)
Company: Co-Op Financial Services
Location: Des Moines
Posted on: 12/9/2019

Administrative Assistant
Description: DescriptionAdministrative AssistantOpportunity for top Administrative Assistant Administrative Coordinator / Administrative Associate We currently have an open position for a results-oriented Administrative (more...)
Company: Robert Half Office Team
Location: West Des Moines
Posted on: 12/11/2019

Project Manager in Des Moines, Iowa - Careers at CO-OP - Admin - Clive, IA
Description: The Opportunity CO-OP Financial Services is bringing digital transformation to the credit union movement. We're creating innovative technology solutions that help not-for-profit credit unions best serve (more...)
Company: Co-Op Financial Services
Location: Des Moines
Posted on: 12/9/2019

Discovery Advisor in Des Moines, Iowa - Careers at CO-OP - Admin - Clive, IA
Description: The Opportunity CO-OP Financial Services is bringing digital transformation to the credit union movement. We're creating innovative technology solutions that help not-for-profit credit unions best serve (more...)
Company: Co-Op Financial Services
Location: Des Moines
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Iowa jobs by following @recnetIA on Twitter!

Ames RSS job feeds