Administrative Assistant

It is time to explore new challenges in your career. Integrity Wealth Management is an independent, privately-owned, financial services company in Sarasota, FL. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

·         401(K)

·         Health insurance stipend

·         Bonus opportunities

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 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: $40,000 base + bonus potential

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

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