Financial Administrative Assistant

Are you a self-starter with a positive attitude who strives for excellence, manages multiple tasks, takes initiative, and works well with all types of people? We are looking for someone to grow with our office!

Job Description

Job Title: Administrative Assistant

Report To: Financial Advisor

Job Status: Part-time

Job Summary

Micari Financial Group, LLC is seeking the right person to complement our wealth management firm in Bristol, CT. This is a P/T Administrative Assistant position and requires an articulate, hard-working candidate who desires a challenge. Applicant must have a strong capacity to handle varying work tasks always with a proactive, driven, and energetic approach. We desire someone who is self-sufficient, detail-oriented, organized and efficient, willing to exceed expectations at any level of task, and driven to develop a strong working relationship with our clients.

We are seeking an individual that has strong Excel skills. This role requires experience in Excel with formula creation and financial presentations. The individual to fill this role will be supporting all areas of the office including investment and insurance. This role has flexible part-time hours with potential for remote work.

Essential Duties and Responsibilities

• Administer all areas of the client process including but not limited to:
• Schedule and confirm client appointments via phone and email
• Answer and direct incoming communications and visitors both in person and via a multi-line phone system
• Prepare, organize, coordinate, and maintain client paperwork
• Generate account paperwork including statements
• Set up client files and obtain necessary information
• Communicate necessary follow up with clients
• Update and maintain relationship management system
• Assist Financial Advisor with marketing efforts such as newsletters, and mailings
• Cross-train in all areas of business including Employee Benefits and Life Insurance
• Maintain a clean and orderly office environment
• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner
• Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources
• Cross train with other teams in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases.

Education and Experience

• Experience in the financial services industry and/or administrative support is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Micari Financial Group, LLC are not affiliated.

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 15 – 20 per week

Schedule:

• Monday to Friday

Ability to Commute:

• Bristol, CT 06010 (Required)

Ability to Relocate:

• Bristol, CT 06010: Relocate before starting work (Required)

Work Location: Hybrid remote in Bristol, CT 06010