Administrative Assistant

About us -

We are a fee-based financial planning practice located in Maitland, FL. Our clients are high net worth individuals, small business owners and retirees. Our team is cohesive, collegial, family-oriented, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our administrative support process.

About you –

- You value a small team and family-oriented office

- You appreciate having flexibility around your work hours and location.

- You are highly organized, detail oriented and a pro at managing competing priorities.

- You are highly effective at project management and tracking progress with an eye on deadlines.

- You are an excellent communicator who enjoys helping our clients and providing white glove service.

- You can work independently and figure things out on your own when needed.

- You enjoy learning, have the aptitude to learn new things quickly, and you are self-motivated when it comes to personal performance.

Administrative Assistant responsibilities –

- Maintain an exceptional service experience for our clients

- Maintains our CRM

- Tracks all ongoing business and follow up items

- Ensures client meeting notes and presentation materials are logged in our system in an accurate and timely manner

- Assist with scheduling and confirming client appointments, ensuring they are tracked in our CRM system

- Archives client data as needed

- Maintain client files/filing system

- Prepares meeting materials and status updates for team meetings

- Processes new business & service related paperwork for insurance and planning clients, and creates invoices as needed, in a timely fashion

- Provide support for marketing projects: coordination and logistics of client appreciation events; maintain practice marketing materials to compliance standards

Job Requirements –

- Prefer 2+ years immediate past work experience supporting a financial advisor in a similar role

- Must have good understanding of financial planning and insurance businesses

- Must have excellent abilities with software: MS Office, and CRM Systems

- Life, Health, and Annuities license is preferred but not necessary

- Preferred Bachelor’s Degree in Finance or Economics or equivalent work in the industry

Job Type: Part-time

Pay: $16.00 - $20.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 4 hour shift
• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Maitland, FL 32751: Relocate before starting work (Required)

Work Location: In person