Careers - Axius Financial

AVAILABLE POSITIONS

Executive Assistant

Our executive assistant role performs important administrative and back-office support activities for the firm, such as managing new client account set-up and rollovers, communicating with clients and appointment scheduling, paperwork processing, office obligations, and fielding telephone calls and emails. Learn more about this position below.

Interested in this position? Please send resumes to info@axiusfinancial.com and our team will get back to you as soon as possible.

Position Type

Responsibilities

The assistant performs administrative and back-office support activities for firm
Attentively handles important tasks such as managing new client account set-up and rollovers, communicating with clients and appointment scheduling, paperwork processing, office obligations, and fielding telephone calls and emails
Provide account information to clients and financial advisers
Process paperwork and submit electronically to broker/dealer
Provide superior customer service and ensure that all service requests are handled in a timely and accurate manner
Manage calendars and scheduling

Qualifications

Desire to learn about the Financial Services Industry
Regularly required to talk or listen
High level of interpersonal skills to handle sensitive and confidential situations
This position requires demonstrated poise, tact and diplomacy
Ability to interact and communicate with individuals at all levels of the organization
Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Excellent initiative, ability to learn quickly and work independently
Strong organizational and problem-solving skills to ensure excellent client service and expedient business processing

Benefits