Administrative Assistant, FORVIS Wealth Advisors

Location: United States

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This position is no longer open.

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2022-9649

Position Title:

External Description: Responsibilities

We are looking for someone to provide high-level administrative and client service support to our dynamic, growing FORVIS Wealth Advisor team! The successful candidate will complete new account paperwork, maintain files and other records, assist with client requests, and work closely with advisors to provide exceptional client service. This position requires a motivated, can-do attitude with a high level of attention to detail, excellent organizational and client service skills, and the ability to prioritize and multi-task.

How you will contribute:

  • Handling sensitive and confidential client and business matters and assisting with special projects
  • Learning, understanding, and following firm operational and compliance procedures
  • Working with other administrative support personnel to provide team coverage, as needed
  • Establishing and maintaining a professional rapport with internal and external clients
  • Completing paperwork in a timely, accurate, and efficient manner
  • Producing grammatically correct, accurate, and complete correspondence
  • Assisting in scheduling meetings and appointments
  • Welcoming guests and clients by greeting them, in person or on the telephone; answering or directing inquiries.
  • Maintaining appropriate files and other pertinent information for regulatory compliance and operational purposes.
  • Preparing monthly, quarterly, and/or 'on demand' client reports
  • Maintaining relationships with key service providers
  • Supporting billing, expense processing, and a wide variety of administrative duties
  • Maintaining CRM System and Client Reporting software databases for accurate and complete records


We are looking for people who have Forward Vision and:

  • Willingness to adapt as roles and responsibilities evolve with our growing firm
  • Strong aptitude for learning new software in support of varying operations
  • Ability to work a flexible schedule and overtime as needed
  • Ability to multi-task, work well under pressure, and prioritize responsibilities
  • Strong communication skills, excellent organizational skills, and reliability


Qualifications

Minimum Qualifications:

  • 3 years or more of executive-level administrative support experience, preferably in the financial services industry
  • Proficiency with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook


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Community / Marketing Title: Administrative Assistant, FORVIS Wealth Advisors

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CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

  • FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
  • FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
  • Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

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