Hatch & Muir LLP is a conservative, independent financial planning firm. We are looking for a long term, career-minded office administrator to join our team, support the expansion of our firm and to build upon our excellent reputation in the community. Successful applicants should possess the following attributes:
- Detail oriented and ability to consistently produce a high degree of accuracy in work
- Commitment to ongoing education
- Strong interpersonal skills and ability to interact and build relationships with clients
- Superior verbal and written communication skills
- Strong organizational and time management skills
- Ability to conduct research and problem solve
- Experience with Maximizer or other CRM software
- Proficient with Microsoft Office Suite
- Mutual Fund and Life Licensed preferred
- Experience using trading platform ? Univeris preferred
- Industry experience preferred
We provide benefits, bonuses and competitive salary, based on level of experience.
Candidates should contact Robin Muir, Managing Partner