Tim Heath - Managing Director, Strategic Wealth Specialists

Tim Heath - Managing Director, Strategic Wealth Specialists Guiding smart, sensible, and seasoned decisions for financial success. Coaching Advisors and clients to achieve efficiency and optimization.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1700 Summit Lake Drive, Suite 200 Tallahassee, FL 32317, ph # 850-562-9075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Stra

tegic Wealth Specialist is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
/COMPLIANCE:2022-4134/

06/10/2022

Our Team is hiring! We are filling an Administrative Support position for a Financial Advisor/Advisor Team. Please review the below general responsibilities of the position. A Team Player mentality, Positive Outlook and Can-Do Attitude are paramount!

Responsibilities
• Act as the point of contact between the executives and internal/external clients
• Undertake the tasks of receiving calls, take messages and routing correspondence
• Handle requests and queries appropriately
• Maintain diary, arrange meetings and appointments and provide reminders
• Make travel arrangements
• Take dictation and minutes and accurately enter data
• Monitor office supplies and research advantageous deals or suppliers
• Produce reports, presentations and briefs
• Develop and carry out an efficient documentation and filing system
Requirements and skills
• Proven experience as an Executive Administrative Assistant, Senior Executive Assistant or in other secretarial position
• Full comprehension of office management systems and procedures
• Excellent knowledge of MS Office
• Proficiency in English
• Exemplary planning and time management skills
• Up-to-date with advancements in office gadgets and applications
• Ability to multitask and prioritize daily workload
• High level verbal and written communications skills
• Discretion and confidentiality
• High School degree; additional qualification as personal assistant would be considered an advantage

04/04/2022
04/04/2022

We had a great time at the Strategic Wealth Specialists awards banquet last night. Congratulations to everyone on working incredibly hard, resulting in a record breaking year last year. We had many advisors and leaders achieve prestigious awards, a true testament to their commitment to serving their clients and leading alongside their teammates!

Thank you to all of our clients for trusting us and allowing us to serve you, it’s an incredible honor and privilege, and we truly appreciate you!

By the way…if you’re looking for an amazing and fulfilling career opportunity, working with some absolutely fantastic people, reach out to me, let’s talk!

05/14/2020

We are looking to add administrative support to our team. We are looking for a highly organized, motivated, energetic person. Position would be part time with potential to move to full time. We need someone who is tech savvy and has good phone and communication skills. If you are interested or know of someone who is, please send resumes to [email protected].

09/12/2019

Last week Brok Weaver’s life changed forever.

09/12/2019

Some things don’t seem to change in the Big 12. Oklahoma is again favored to win a title. Quarterbacks and offenses will get lauded, defenses...

09/11/2019

Take a look at 30 amazing sports photos from August 18 to August 25.

09/10/2019

The company announced on Twitter that the food offering that took America by storm is gone but will return.

Address

3213 Executive Park Circle
Mobile, AL
36606

Telephone

+12514724400

Website

https://outlook.office365.com/owa/calendar/[email protected]/bookin

Alerts

Be the first to know and let us send you an email when Tim Heath - Managing Director, Strategic Wealth Specialists posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tim Heath - Managing Director, Strategic Wealth Specialists:

Share