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 7 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 office in Gainesville, GA on a HYBRID work schedule. As part of our network of offices, this location is growing and is looking to hire an Executive Assistant/Administrative Assistant to provide support to our team of Financial Advisors by ensuring operational functions and procedures are performed daily. This Executive Assistant/Administrative Assistant position will require someone who is trustworthy as they will handle confidential client information and maintain a high level of professionalism. This a great opportunity to diversify your background and gain experience in the financial planning and wealth management industry.

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 corporate office setting is required; wealth management, financial planning or Financial Services experience 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) + Bonuses.
• Benefits: Medical, Dental, and Vision; 401(k), flexible PTO, STD/LTD and Life Insurance.
• Reports To: Managing Partner of Office Location.
• 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: $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Experience:

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

Work Location: Hybrid remote in Gainesville, GA 30501