Copperline Administrative Assistant

We are looking to hire an Administrative Assistant (Admin) / Integrator for Copperline Wealth Management and related businesses.

What is an integrator?

An Integrator is a person who orchestrates the major functions of an organization. This is the person who manages day-to-day issues and holds the organization’s people, processes, systems, priorities and strategies together.

As their role suggests, they integrate the essential functions of the business, relating to sales, marketing, operations, and finance to create the healthy tension that drives results. The normal day of an Integrator can include:

· Ensuring the proper management of projects

· Keeping everyone on the same page and communicating as needed

· Harnessing the Leadership Team’s ideas and driving action

· Day-to-day Administrative tasks

Administrative Assistant

Our Admin will be responsible for providing support to our team and helping achieve overall business goals. Specifically, this person will be responsible for driving the Financial Advisor support system, customer service, and communication with clients by phone or email and other client service duties.

Requirements

· You must be able to pass a background check

· Maintain confidentiality

· You must be able to complete tasks with perfect accuracy

· No financial services experience required. We will teach the right candidate everything you need to know.

Salary and Benefits

· The beginning wage for this position is $17.00 - $20.00 per hour dependent on experience

· 6% 401(K) match after 1 year of service

· Bonus potential based on revenue

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location

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