Job description

Administrative Associate

Mainsail Wealth Advisors is a small, vibrant, and growing financial advisory practice where serving our clients is our primary motivation. We are currently seeking an Administrative Associate/Receptionist for our Gloucester office. In this role you will be responsible for performing administrative duties including handling incoming and outgoing mail, answering phones, and completing open/closing procedures for the office.

Other responsibilities and duties included but are not limited to:

• Communicate with clients: answer routine inquiries and process client requests
• Order office supplies
• Scanning and arching paperwork
• Assist Financial Advisors with binding proposals
• Other duties as required

Qualifications and Skills:

• Outstanding communication skills
• Computer skills-Must be proficient in Microsoft Office, Excel, Word, and investment platforms
• Needs to be highly detailed and organized and needs to be able to multitask
• Ability to work independently with minimal supervision
• Strong desire to learn
• Positive, friendly attitude
• Wealth Management and Trust experience – preferred but not required
• Bachelors Degree – preferred but not required

Role Details

Locations:

Gloucester

6641 Main St
Gloucester, VA 23061
804-693-5500

Work from Home Policy

This is an in person role.

About Mainsail

Founded in 2013, our firm serves over 500 families and businesses in 15+ states throughout the country and currently manages over $500 million of client assets. We are an independent firm and take a fiduciary approach to both investment management and financial planning. Our practice is both high touch and high service with a focus on building out services and capabilities for a high net worth clientele. At Mainsail, we strive to facilitate a culture built upon collaboration and continuous improvement in both our operations and how we serve and manage client relationships.

Contact

For more information about this role please contact:

Scott Glaze

804-693-5500

Scott.glaze@mainsailwealthadvisors.com

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Mainsail Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Job Type: Full-time

Pay: $32,000.00 - $43,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Gloucester, VA 23061: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 1 year (Preferred)

Work Location: In person

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