Job description

Pathway Financial Planning is seeking to bring a new team member into our Connersville, IN office to assist with all aspects of Office Management. The Office Administrative Assistant will primarily provide ongoing client and business development support to the Financial Advisor.

The ideal candidate can expect to work in a rewarding, fast paced environment. At Pathway we believe one constant in life, and our business, is change. The Office Administrative Assistant is a team player that fully supports change initiatives and new business practices as they unfold. Not only will you have the opportunity to positively impact a growing business, but you will also have a meaningful impact in the lives of the clients we serve.

This position requires a minimum of 24 hours per week, but can become a full time position for the right person. Pay is hourly and based on skill, knowledge, & experience. Benefits include paid time off, schedule flexibility, and profit sharing.

Position Description & Responsibilities:

• Meticulously manage all aspects of the Client Service Experience to ensure standards of excellence are achieved as it relates to FIRM branding, FIRM service standards, and compliance.
• Answer incoming calls in a timely, professional manner managing calls as appropriate,
• Maintain comprehensive communication records using a contact management system
• Work collaboratively with FIRM back office and other third parties where appropriate to create smooth operations for the team
• Review and distribute inbound physical correspondence (mail, FedEx & courier).
• Process, distribute, and track all outbound physical correspondence
• Manage all incoming client service-related communication as efficiently as possible and delegate remaining communication to others on the team as and when required (client calls, e-mails, communications, faxes and inquiries).
• Provide quick, effective responses and resolution to client service & experience issues ensuring prompt and efficient problem resolution.
• Coordinate and manage implementation of the following client service deliverables:
• Schedule and confirm all Client Review Meetings
• Assist with basic Client Review Meeting preparation
• Coordinate all aspects of Client Appreciation Events
• Coordinate all aspects of Educational/Workshop Events
• Assist with the delivery of any other client service initiatives as requested

General Requirements: Positive, motivated, enthusiastic attitude

• Organized, professional, meticulous behavioral qualities
• Engaging and personable character
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
• Ability to learn and use internet-based software
• General financial literacy
• General clerical experience
• Good problem solving skills
• Excellent communication skills
• Experience with Client Relationship Management (CRM) systems are plus, but experience is not required

About Pathway Financial Planning: Founded in 2013, Pathway Financial Planning seeks to primarily serve people transitioning to, or already in retirement. At PFP our foundational approach is a focus on two things; What matters most to our clients and the things that we can control. We leave no stone unturned or question unanswered when it comes to our clients’ financial journey.

Job Type: Part-time

Pay: $18,720.00 - $41,600.00 per year

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Connersville, IN: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Work Location: One location

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