Administrative Assistant

Position Description
Title:  Administrative Assistant
Reports to:  Firm Principal
Status:  Full Time
Date:  May 14, 2019

How to Apply
A cover letter is required for consideration for this position and should be attached as the first page of your resume.  The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position.

Job Summary
Harwood Investment Strategies, LLC is an independent, fee-only investment advisory firm founded in 2005. The
Administrative Assistant provides direct support to the Firm's Principals, assisting with client service follow-up,
reporting, marketing, organizing client events, community engagement, and data entry. The Administrative
Assistant will perform an array of additional administrative duties including typing correspondence and meeting
notes, scheduling meetings, greeting and directing clients and other visitors, screening and routing telephone
calls, and other routine clerical duties as needed. We are looking for talented and motivated individuals with a
desire to work in a team oriented environment.

Responsibilities
• Manage calendars for firm executives using MS Outlook
• Schedule client meetings, conferences, and teleconferences
• Update and maintain workflows within CRM software
• Create forms, excel spreadsheets, and power point presentations as needed
• Prepare written correspondence, reports, and forms​
• Provide assistance maintaining and updating marketing
​• Organize and direct client events
• Greet and direct clients and other visitors
• Maintain office equipment and supplies
• Manage mail and shipping needs

Required Qualifications
• Strong multitasking, organizational, and follow through skills
• Excellent written, verbal, and interpersonal skills
• Proficient in Microsoft Office
• Ability to handle a variety of tasks, prioritize, and meet deadlines
• Team player, able to interact well with clients and all levels of the firm
• Desire/ability to work successfully in a small company environment

Desired Qualifications
• At least 2 years of responsibility in an administrative support role – preferably in the financial services industry
• Reasonable knowledge of financial and investment industry terminology and operations
• Experience with CRM software

Compensation
• FLSA Status: Non-exempt
• Paid Time Off (PTO)
• Participation in firm’s retirement plan

Background Screening
Harwood Investment Strategies conducts background screenings and pre-employment drug testing on job candidates upon acceptance of a contingent job offer and may use a third-party administrator to conduct background screenings. Background screenings are performed in compliance with the Fair Credit Report Act.

Application Process
To apply for this position:
• Submit your resume and cover letter to eddieharwood@harwoodinvestments.com
• If you are selected from our resume review, you will be contacted for an interview.
• Applying for this position will require certain background checks. If you are selected from our resume review more information will be made available.