What are the responsibilities and job description for the Wealth Management Assistant position at Cosource Financial?
Team CoSource is excited to welcome an administrative assistant to our dynamic team in New Iberia! This could be the perfect opportunity if you or someone you know is detail-oriented, task-driven, and eager to join a supportive and professional environment.
Responsibilities:
Qualifications:
Job Type: Full-time
Pay: $36,000.00 - $40,000.00 per year
Benefits:
401(k) with matching contributions
Comprehensive health insurance
Generous paid time off
Parental leave
Professional development assistance
Retirement plan
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments for financial advisors and client review meetings
- Greet and assist onsite guests with a friendly and professional demeanor
- Answer inbound telephone calls with warmth and efficiency
- Develop and implement organized filing systems
- Scan and document client files in our client database
- Perform all other office tasks with a can-do attitude
Qualifications:
- Previous experience in office administration or a related field
- Ability to prioritize and multitask effectively
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
- Proficiency with computers and Microsoft Office programs
Job Type: Full-time
Pay: $36,000.00 - $40,000.00 per year
Benefits:
401(k) with matching contributions
Comprehensive health insurance
Generous paid time off
Parental leave
Professional development assistance
Retirement plan
Join us today and become part of a team that values professionalism, organization, and a positive attitude. We look forward to hearing from you!
Thank you,
Salary : $36,000 - $40,000