Required Skills & Experience
Must-Haves 1-2 years of general office, administrative, or clerical experience Excellent organizational skills Strong written and verbal communication Basic proficiency with Microsoft Outlook, Word, and Excel Comfortable answering phones and interacting professionally with clients Ability to multitask and work in a fast-paced environment Self-motivated and willing to learn established processes High school diploma Comfortable working in an environment with strict processes and compliance requirements
Nice to Have Skills & Experience
Nice-to-Haves Familiarity with military culture, terminology, or military families Previous experience supporting multiple professionals or calendars General knowledge of financial products
Job Description
Insight Global is seeking an Administrative Assistant to support a financial advisory office in Meridian, ID that primarily serves military personnel, retirees, and their families.
This person will provide day-to-day administrative support to the office and its Financial Advisors, including answering phones, coordinating calendars and client meetings, preparing paperwork, maintaining records, and ensuring established processes are followed. The client is targeting a junior administrative professional with approximately 1-2 years of general office or clerical experience.
Schedule
This position must be on-site Monday-Friday due to responsibility for office phone coverage.
Minimum: 10:00 AM-2:00 PM, Monday-Friday Preferred: Closer to full-time, approximately 8:00 AM-4:00 PM Client can consider some flexibility, such as 8:15 AM-3:45 PM or 9:00 AM-5:00 PM Day-to-Day Responsibilities Answer incoming office calls and provide professional client support Schedule and confirm client appointments Manage Advisor calendars and meeting coordination Prepare required paperwork, forms, workflows, and meeting materials Submit documentation and follow up with internal departments/business partners Provide day-to-day administrative support for Financial Advisors Assist with problem resolution and serve as a liaison between Advisors, business partners, and the Home Office Maintain office communications, business tracking, and required records Assist with marketing/event calendars and office events as needed Follow established procedures for documentation and compliance Maintaining Advisor sales/commission records when needed and supporting business tracking and recordkeeping requirements.