Grandma’s Wealth Wisdom is a financial firm committed to taking a fresh approach to retirement planning, college planning, and helping individuals and business-owners follow their dreams.  We are a growing firm, with plenty of opportunities along the way.  You will find our environment challenging, rewarding, and fun. 

We are seeking a full-time Administrative Assistant to join our team in Cincinnati, Ohio. The Administrative Assistant will support the owners to offer an excellent and warm, professional experience for individuals and couples as they travel their financial journeys toward financial independence and well-being.

Essential Responsibilities include: 

• Being an available, first and lasting impression via email, phone, and video conferences.
• Answering phone calls and respond to emails and text messages for both new and existing client relationships.
• Scheduling and confirming appointments for leads and clients with appropriate buffer time between meetings.
• Actively follows-up with clients to complete and return outstanding paperwork.
• Processing and filing physical and digital paperwork.
• Handling routine tasks with diligence and preciseness.
• Maintaining and improving business tools and software including client database.
• Coordinating with clients via video conference to complete applications and schedule medical exams.
• Communicating effectively with external contacts to coordinate our collaborative process.
• Expanding our brand recognition via social media and direct mail.
• Assisting with marketing project support as needed.
• Other duties as assigned.

Expectations:

• Listen to, thank, respect, warmly interact and honor all within interactions on video conference, phone, in email, and via text message.
• Must be able to work independently and be able to prioritize.
• Be highly organized and detailed.
• Follow through on activities until completely done and next step determined.
• Works quickly but accurately and sticks to schedule and routines.
• Dress is business casual and style in down-to-earth professional.

You can expect:

• Intense, 1-on-1 training.
• Regular, routine communication with owners.
• Set work hours.
• Materials provided.
• A place to grow.

Compensation:

Competitive Hourly Rate with bonus opportunities.