Administrative Assistant
Position Description
Title: Administrative Assistant
Reports to: Firm Principal
Status: Part Time (subject to change)
Date: January 20, 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. As an Administrative Assistant reporting to the firm’s Principal, you will perform an array of administrative duties including typing correspondence, memoranda, reports, and meeting notes. This position is responsible for 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
• Greet and direct clients and other visitors
• Screen and route telephone calls
• Maintain office equipment and supplies
• Manage mail and shipping needs
• Perform other incidental typing or routine clerical duties
Required Qualifications
• Strong multitasking and organizational 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 Simplified Employee Pension Plan (SEP 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 may require certain background checks. If you are selected from our resume review more information will be made available.
Title: Administrative Assistant
Reports to: Firm Principal
Status: Part Time (subject to change)
Date: January 20, 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. As an Administrative Assistant reporting to the firm’s Principal, you will perform an array of administrative duties including typing correspondence, memoranda, reports, and meeting notes. This position is responsible for 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
• Greet and direct clients and other visitors
• Screen and route telephone calls
• Maintain office equipment and supplies
• Manage mail and shipping needs
• Perform other incidental typing or routine clerical duties
Required Qualifications
• Strong multitasking and organizational 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 Simplified Employee Pension Plan (SEP 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 may require certain background checks. If you are selected from our resume review more information will be made available.
