About the Company
Arvest Wealth Management is a trusted financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. As a division of Arvest Bank, we combine the strength and resources of a large institution with the personalized service and attention of a boutique firm. Our Bentonville office prides itself on fostering strong client relationships and maintaining a highly organized and supportive work environment.
Job Description
We are seeking a highly motivated and detail-oriented Personal Office Assistant to join our small boutique firm in Bentonville. This role is crucial in ensuring the smooth daily operations of our office and providing comprehensive administrative support to our team of financial advisors. The ideal candidate will be a proactive problem-solver with excellent communication skills and a strong commitment to client confidentiality and service.
Key Responsibilities
- Manage and organize office calendars, scheduling appointments and meetings.
- Prepare and edit correspondence, reports, presentations, and other documents.
- Handle incoming and outgoing communications, including phone calls, emails, and mail.
- Maintain accurate client records and ensure data confidentiality.
- Assist with basic bookkeeping tasks and expense reporting.
- Coordinate office supplies, equipment maintenance, and facility needs.
- Support financial advisors with client meeting preparation and follow-up.
- Undertake special projects and tasks as assigned to improve office efficiency.
Required Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent organizational and time management skills.
- Strong written and verbal communication abilities.
- Ability to work independently and as part of a small team.
- High level of attention to detail and accuracy.
- Discretion and ability to handle confidential information.
- Customer service-oriented approach.
Preferred Qualifications
- Associate's degree or higher in Business Administration or a related field.
- Previous experience in an office administrative or assistant role, preferably in financial services or a professional office setting.
- Familiarity with CRM software and financial planning tools.
Perks & Benefits
- Competitive salary.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and holidays.
- Professional development opportunities.
- Supportive and collaborative work environment.
- Opportunity to work with a reputable firm dedicated to client success.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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