Administrative Assistant

It is time to explore new challenges in your career. Knoedl Retirement Advisors is an independent, privately-owned, financial services company in North Little Rock, AR. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

· $150/month health insurance stipend

· Simple IRA after one year

· PTO

· Paid Holidays

The Expertise We’re Looking For:

· Prior administrative experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

What You Will Be Responsible For:

· Set and confirm calendar appointments

· Greet consumers on the phone and in person with a warm and welcoming approach

· Answer incoming calls and transfer all calls to the appropriate personnel

· Communicate with clients on behalf of financial advisor and firm

· Track prospect-to-client process

· Assist with coordination and execution of marketing campaigns and events

· Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)

· Assemble meeting preparation documents pertaining to the client/prospect

· Collect all vital information for all paperwork

· Enter client information into the CRM system

· Assist in completing new account paperwork and annuity and life insurance applications

· Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Obtain necessary documents and signatures from clients for carrier approval

· Track application process and new account set up

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

Pay: $20/hr

Check out our website: https://www.iwmfl.com/

If you feel like we would be a good fit for each other, apply now!

Job Type: Full-time

Pay: $20.00 per hour

Benefits:

• Paid time off

Schedule:

• Day shift

Ability to Relocate:

• North Little Rock, AR 72113: Relocate before starting work (Required)

Work Location: In person