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Are you passionate about making a difference and ready to power up your career from the comfort of your home? Smart Money Solutions is looking for a dynamic Remote Administrative Assistant to join our team!. If you're eager to bring positive change to people's lives and thrive in a fast-paced, rewarding environment, this role is your gateway to a flourishing career in the financial services industry!

Role Summary:

As our Hybrid Administrative Assistant, you will be the backbone of daily operations, ensuring seamless communication and efficient management of administrative tasks. This role is perfect for someone who is detail-oriented, loves interacting with people, and is keen to contribute to the success of a dynamic team from any location.

Primary Responsibilities:

• Manage communications with clients - conducting confirmation calls the day before scheduled events
• Follow up with people who do not respond to initial outreach
• Oversee the preparation and organization of essential documents, maintaining impeccable records, and checking on status of pending cases or paperwork
• Supportive Collaboration: Provide comprehensive support to team members, facilitating the success of financial planning and client meetings.

Qualifications and Skills:

• Proven Administrative Skills: Experience in administrative roles, ideally within financial services, though not mandatory.
• Superb Communication: Excellent verbal and written communication skills to effectively liaise with clients and team members.
• Tech-Savviness: Proficient in using modern technology and software for remote collaboration.
• Detail-Oriented: A sharp eye for detail and a methodical approach to tasks.
• Self-Motivated: Highly organized, capable of working independently, and proactive in improving processes.

About Smart Money Solutions:

Smart Money Solutions, a fast-growing, privately-owned financial powerhouse with offices in Chicago and Houston, is revolutionizing financial planning and wealth management. Serving clients with assets ranging from $500,000 to $5 million, we ensure peace of mind through tailored financial strategies. Our robust marketing initiatives across TV, radio, digital platforms, and live events fuel our rapid growth, constantly filling our advisors' schedules with eager clients. Join us, and be part of a team that values progress, client satisfaction, and innovation.

Smart Money Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Ready to start your journey with us? Apply today and move forward with a role that matches your career ambitions and lifestyle!

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