Administrative Assistant

We are looking for a full time Administrative Assistant Professional to support an experienced, successful, and rapidly growing financial planning and insurance firm. If you are full of energy, hard-working, easy-going, flexible and have a desire to be an integral part of our professional team, keep reading! We are seeking a professional who is natural at organizing, skilled at efficiently preparing paperwork, and enjoys servicing clients at a superior level.

Primary Duties & Responsibilities

Serves as client concierge to ensure exceptional client relations

Answers phone calls and responds to emails with professional demeanor, integrity, and positive attitude

Works directly with clients on service questions and executes any updates, changes, or complex issues independently

Handles sensitive, confidential, proprietary information with discretion

Communicates with our broker/dealer, various fund companies and insurance companies with professionalism

Maintains timely client, prospect, and vendor records in our CRM system

Handles incoming and outgoing correspondence with the highest level of compliance

Assists with the completion of investment and insurance paperwork with accuracy

Adheres to existing policies and procedures

Implement trades, transactions and money movements as directed by advisors

Interacts with clients, peers and corporate office employees to solve problems, facilitate operations and solicit information as needed

Required Skills

Excellent verbal and written communication skills

Attention to detail, highly organized, excellent time management skills

Professional demeanor, integrity, positive attitude

Able to work in a fast paced environment with multiple interruptions

Excellent ability to prioritize, decision make and problem solve

Able to handle multiple competing priorities simultaneously

Strong interpersonal skills and ability to thrive in a team environment while enjoy providing premier services for our clients

Required Education & Experience

HS diploma required, business related college degree preferred

3 years minimum of experience in administrative support that directly aligns with the specific responsibilities for this position

Demonstrated track record of strong knowledge in financial services

Proficient in Microsoft Suite (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat & other technology applications

Job Type: Full-time

Pay: $18.00 - $23.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Experience:

• Customer service: 3 years (Preferred)

Work Location: In person