Administrative Assistant Job Posting

Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm. While we have offices in Huntsville and Gadsden, AL, our firm has a regional focus, serving clients in Tuscaloosa, Birmingham, Atlanta and North Georgia. For more information on our firm and services, please visit our website at www.longviewfa.com.

Longview Financial Advisors, Inc. is seeking a full-time administrative assistant. This position is located in Huntsville, AL and available October 1, 2021. The applicant should be team-oriented and highly motivated in personal and company success.

Duties and Responsibilities:

Meeting and greeting clients and company visitors
Answering phones in a professional manner
Scheduling meetings
Scanning/filing/organizing paperwork
Data and file folder maintenance in cloud-based storage system
Maintaining database records including: detailed notes, tasks, client records, activities, etc. in our client relationship management program
Mailings
Maintaining office supply budget and ensuring the office is always stocked
Billing and Performance Management Lead
Bookkeeping
Assisting with client events
Responsibilities related to existing processes
Other duties, as requested

Qualifications:

Professional demeanor
Bachelor’s degree preferred
Bookkeeping experience preferred
Good verbal and written communication skills
Computer-literate, with a proficiency in Microsoft Office and Windows
Ability to work well in a team-oriented, flexible and dynamic working environment
Client-centered attitude
Open minded and willing to take constructive criticism

Salary and Benefits:

Competitive Salary
Bonus program
401(k) with profit sharing after one year of service
Group health insurance (100% cost for employee covered by company)
Group long term disability insurance (100% of cost covered by company)
$50K of company group life insurance (100% of cost covered by the company)

Inquiries, cover letters, and resumes should be submitted to career@longviewfa.com.