Financial Services Associate

“Helping Clients Protect their Money and Plan for Retirement”

Immediate opening for a Financial Services Associate for a busy family-owned and operated financial and retirement service company. Must be a detail-oriented individual with excellent organizational and customer service skills.

Responsibilities:

• Process annuity and life insurance applications.
• Prepare financial advisors for client meetings and presentations.
• Perform administrative tasks, such as: calendar support, composing and preparing reports, memos and correspondence, managing email, set up files and arranging complex and detailed agendas.
• Perform office duties, such as: answer / route incoming calls, collect and distribute mail, notify front desk of upcoming visitors, and attend to visitor needs. Filing, updating and maintaining database, and ensuring company and individual licenses are kept up-to-date.

Requirements:

• Prior experience with financial products and applications, such as life insurance policies and annuity applications is required.
• LAH License, or Series 65 License, a plus.
• Bachelor’s Degree preferred or equivalent combination of education and experience.
• Experience in a professional office providing administrative support.
• Excellent communication and organizational skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong editing and proofreading skills.
• Team player and motivated self-starter.

We offer paid health insurance, vacation and sick time.

Office hours are Monday – Thursday, 8:45am – 5:00pm. Fridays, 8:45am – 1:00pm.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• financial & insurance application: 1 year (Required)
• administrative office: 3 years (Required)

Work Location: In person