Adminstrative Support Representative

We are currently seeking a dynamic, high-energy individual to provide administrative and operating support to District Vice Presidents, and advisors in this key growth location. This key business partner will play a vital role in ensuring the successful onboarding of new professionals.

- Local point of contact for all new associates

- Works with Technology Manager to ensure PEP receives materials and technology

- Guides developing advisors thru onboarding process

- Assists with exam prep and scheduling

- Is a partner with Onboarding Manager

- Works with District Managers in office around interview prep material and organizes.

- Works with DMs to ensure data in Smartsheet is accurate

- Ensures DMs have resources for meetings

- Preps interview materials for DMs

- Works in concert with Talent Acquisition and follows up w/ leads as needed

Experience Preferred:

- Able to resolve conflict, problems, and function independently

- Strong leadership skills

- Quick to learn and implement, regardless of result

- Proactive decision-making

- Can organize tasks and prioritize

- Meets deadlines

- Knows how to guide people thru a process

- Displays good judgment & partners where necessary

- Understands the need for confidentiality at all levels of work

- Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact

- 1-2 years experience