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Administrative Assistant

Now Hiring: Administrative Assistant About Us 304 family Wealth of Raymond James provides tailored financial advice for a life well planned. Our clients, representing a wide range of ages and occupations, are all unique in their goals, needs, and financial situations. The comprehensive financial planning we provide is designed to bring a sense of order and organization to our client’s lives, while striving to achieve their goals and dreams. Our Cookeville branch is located at 304 N Washington Ave, Cookeville, TN 38501, with satellite locations in Crossville and Jamestown. This position is a hybrid role between the Crossville and Jamestown locations. The Crossville office is located at 98 Elmo Drive and the Jamestown location is inside Union Bank at 311 N. Main St. If you are interested in working in a young and exciting environment, with opportunities for growth, this could be the place for you! Our team is a fun group of like-minded individuals, who work together effortlessly. Our passion for helping people makes our work a little less like a job and more like home. For more information about our branch, visit https://www.raymondjames.com/mattbrown.

Qualifications • Bachelor’s degree from an accredited institution in a related field preferred, but not required. • Ability to multi-task effectively in a varied, high-volume environment. • Excellent organizational skills with the ability to prioritize objectives and exercise independent judgement. • Team player who collaborates effectively with other staff. • Excellent written and oral communication skills with attention to detail. • Strong computer skills and proficiency with a variety of computer applications including, but not limited to Microsoft Office Suite (Outlook, Excel, Word, PowerPoint). • Ability to maintain confidentiality regarding all aspects of our office. Responsibilities • Answers phones as needed. • Schedules meetings for financial advisors and assists with meeting preparation. • Provides administrative support during and after client meetings. Documents conversations in our CRM system and completes paperwork as necessary. • Places trades on behalf of advisor recommendations. Benefits • Paid holiday time, typically ten days based on the exchange holiday schedule. • 10 days of vacation (one year service requirement) plus an additional day for every year of service, 20 days maximum. • 3% employer retirement match to a SIMPLE IRA once qualifications are met. Schedule/Pay • Work hours are 8:00am-4:30pm, Monday – Friday. • Monday, Tuesday, Wednesday, Friday in Crossville and Thursday in Jamestown • Pay is based on experience. Serious inquiries only. Applicant submissions will only be considered through Indeed. No drop-ins, phone calls, or emails please. Thank you! NOT FOR CLIENT USE