Overview
Personal Assistant to Financial Advisor Jobs in Bentonville at Guardian Financial, Inc.
About Us
Guardian Financial, Inc. is a growing retirement and financial planning firm dedicated to helping individuals and families pursue their financial goals. We are seeking an energetic, organized, and professional Personal Assistant to support our team and help create an outstanding experience for our clients.
We can teach skills. We cannot teach attitude, dependability, professionalism, and a genuine desire to help people.
This position is ideal for someone who enjoys working with people, staying organized, handling a variety of projects, and contributing to a positive team environment.
Responsibilities
- Greet clients and visitors in a friendly and professional manner. Answer incoming phone calls and assist with scheduling appointments. Assist with administrative and office support tasks. Help organize client files and maintain accurate records. Support client events, workshops, and community outreach activities. Assist with social media posting and content organization. Coordinate miscellaneous projects and special assignments. Help maintain a professional, organized, and welcoming office environment. Support the advisor and team with day-to-day operational needs.
Qualifications
- Positive attitude and strong work ethic. Professional appearance and demeanor. Excellent communication and customer service skills. Dependable, punctual, and trustworthy. Highly organized with strong attention to detail. Ability to prioritize tasks and manage multiple projects. Comfortable using computers, Microsoft Office, email, and social media platforms. Self-motivated with the ability to work independently. Willingness to learn and grow with the company.
Preferred Qualifications
- Experience in an administrative, receptionist, customer service, or office support role. Experience with social media platforms such as Facebook, Instagram, LinkedIn, and YouTube. Experience using Canva, CapCut, video editing software, or content creation tools is a plus. Experience working in a professional office environment is preferred but not required.
What We’re Looking For
- Shows up on time and is dependable. Takes initiative without being asked. Enjoys helping people. Maintains a positive attitude. Communicates professionally. Takes pride in their work. Represents our company well both in person and over the phone.
Growth Opportunity
This position offers the opportunity to gain valuable experience in financial services, marketing, client relations, and business operations. For the right candidate, there may be an opportunity for future full-time employment and expanded responsibilities.
To apply, please submit your resume and answer the screening questions below.
Pay: $17.00 – $20.00 per hour
Benefits:
- 401(k)
Work Location: In person
Title: Personal Assistant to Financial Advisor
Company: Guardian Financial, Inc.
Location: Bentonville
