Tim Heath - Managing Director, Strategic Wealth Specialists

10/11/2022

Hiring a Director of Recruiting in our Metairie office! Apply here: https://lnkd.in/gAPW8BV4

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.