Regent Financial Services, Inc. is hiring: Administrative Assistant in Tulsa

Regent Financial Services, Inc. provided pay range

This range is provided by Regent Financial Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $60,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Regent Financial Services, Inc.

About the Company: Join the team at Regent Financial Services, Inc., where we dedicate ourselves to providing comprehensive financial guidance to our clients. Known for our exceptional service, our experienced professionals take a proactive, "hands-on" approach to financial advice.

About the Role: As an Administrative Assistant, you will play a vital role in maintaining the smooth operation of our back-office processes, which are crucial to our success.

Responsibilities:

• Process new accounts and complete all necessary documentation for Wealth Management clients.
• Maintain and update client interactions in our Client Relationship Management (CRM) system.
• Assist in the preparation of client review documents and organize meeting logistics.
• Answer and direct incoming phone calls in a professional manner.
• Handle all client service requests for Wealth Management.
• Provide exceptional concierge service to clients.
• Organize and file client and office documents.
• Undertake various operational tasks and special projects as assigned by management.
• Compile and manage reports from various source systems.
• Document and maintain written records of activities.

Qualifications:

• Friendly and calm demeanor, coupled with warmth, maturity, and professionalism.
• Ability to multitask effectively in dynamic situations, while keeping management informed as necessary.
• High level of integrity and professionalism, especially in handling confidential information.
• Strong commitment to teamwork, willingness to assist colleagues as needed.
• Exceptional interpersonal and customer service skills.
• Proactive attitude towards learning and taking on new projects.
• Capability to work independently with minimal supervision.

Education and/or Experience:

• High School Diploma or GED required; College degree preferred.
• 2-3 years of experience in the financial services industry is preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat; experience with Redtail or similar industry software is a plus.
• Excellent attention to detail and strong communication skills.

Pay range and compensation package: Will be based on experience.

BENEFITS:

• 401(k) with company match.
• Medical, Dental, and Vision insurance.
• Paid Time Off (PTO).
• Employee assistance program
• Life insurance
• Parental leave

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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