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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.