Location: Sugarcreek,OH, USA
Secure Path Advisory Group in Sugar Creek, OH is looking to add new talent to their agency.
JOB SUMMARY
This position works closely with a team of Investment Advisors to ensure that day-to-day operations of the firm run smoothly and efficiently. It requires a large amount of collaboration with advisors, the administrative team so the firm's customers receive a consistent high level of service and support regarding their contract inquiries. This position also requires clear and consistent communication with many people inside the firm as well as with our compliance departments and partner companies.
This position is a full-time salary position ( 40 K- 45 K ) with the opportunity to earn bonus based on performance and company growth . This is a 37.5 hours work week. The position will work under the leadership of the Division Manager and will work in conjunction with the other members of the support services team and the Investment Advisors.
EDUCATION AND/OR EXPERIENCE
* High School Diploma or equivalent
* Experience working an office environment
* Prior management experience preferred
* Prior experience with HR related items preferred
MINIMUM JOB REQUIREMENTS
* Excellent phone skills
* Excellent written and verbal communication skills
* Strong attention to detail
* Client service skills
* Good technology and computer skills (Word, Excel, Power Point, etc)
* Ability to multi-task
* Great attitude
* Exceptional work ethic
* Ability to work as part of a team that strives to create a sense of family
* Commitment to excellence
* Experience in managing others
Benefits
Secure Path Advisory Services offers a health plan through UMR, a 401 K with company matching, paid time off ( sick time & vacation, holidays ) and a Wellness program.
Interested candidates are encouraged to apply!