Executive Assistant/Administrative Assistant (Financial Services Firm)

COMPANY OVERVIEW:

MassMutual is a global Financial Services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 8 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

DESCRIPTION:

First Financial Group is searching for an Executive Assistant/Administrative Assistant to join our offices in Dublin, OH on a HYBRID work schedule. Our location is growing and is looking to hire a dedicated Executive Assistant/Administrative Assistant to provide overall support to our team of Financial Advisors by ensuring all office functions and procedures are performed daily. The ideal candidate should be highly responsive when interacting with clients and guiding them through specific processes. This Executive Assistant/Administrative Assistant position will require someone who is extremely trustworthy as they will handle confidential client information, maintain a high level of professionalism, and make building solid business relationships a priority. The role calls for someone who takes initiative on projects, requires minimal supervision, has a high stress tolerance, and is consistent in their job performance.

Responsibilities*:

• Greeting clients and other visitors with a consistent welcoming and friendly demeanor.
• Answering and directing phone calls, taking messages, monitoring voicemails, and responding to inquiries.
• Checking office mailbox, opening incoming mail and managing routine client correspondence in a timely fashion.
• Overseeing calendars, scheduling appointments, and coordinating meetings.
• Monitoring emails and responding promptly.
• Assisting clients with new business and investment applications by gathering information, making sure appropriate paperwork is filled out and signed correctly.
• Managing routine client service requests and contacting appropriate departments for resolution to questions.
• Checking firm’s CRM platform for alerts, maintaining client files, recording activities, and running appropriate reports/spreadsheets.
• Scheduling client calls and in-person meetings to discuss accounts in detail.
• Preparing reports for client meetings and following up for additional tasks.
• Maintaining client files, electronic and paper, in a confidential and compliant manner.
• Performing other duties, including special projects, as assigned.

* This list is not all-inclusive of job responsibilities

EXPERIENCE:

• 2+ years of Executive Assistant or Administrative Assistant experience in a professional/corporate office setting required; wealth management, financial planning or Financial Services experience preferred.
• High school Diploma or equivalent; Associate or Bachelor degree preferred.
• Computer proficiency with working knowledge of Microsoft Office 365 (Word, Excel, Outlook).
• Ability to work within a CRM database system and maintain proper client records.
• Excellent verbal and written communication skills
• Strong organizational skills with ability to multitask, including planning, prioritizing, and overseeing concurrent projects.
• Excellent customer service skills while maintaining discretion and confidentiality.
• Overall willingness to create a professional and positive office experience.

COMPENSATION & BENEFITS:

• Compensation: Base Salary (commensurate with experience - starting at $50K) + Bonuses.
• Benefits: Medical, Dental, and Vision; 401(k), flexible PTO, STD/LTD and Life Insurance.
• Reports To: Managing Partner of Office Location.
• Status: Non-Exempt
• Miscellaneous: Supportive, flexible, people-oriented culture with a family atmosphere. Individual contribution and innovation highly encouraged and recognized. Personal and career development opportunities available.

For immediate consideration, please submit your non-Indeed generated resume in MSWord or PDF format.

Job Type: Full-time

Pay: From $50,699.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Experience:

• Executive Assistant or Administrative Assistant: 2 years (Required)

Work Location: Hybrid remote in Dublin, OH