Administration Assistant

Job Description

Job Description

Overview

We are seeking a highly organized and proactive Administrative Assistant to join our team. The ideal candidate will play a crucial role in supporting daily operations, managing office tasks, and ensuring smooth communication within the organization. This position requires a detail-oriented individual who can multitask effectively while maintaining a professional demeanor. Previous experience with Broker/Dealer a plus.

Responsibilities

• Provide administrative support to ensure efficient operation of the office.
• Assist in scheduling appointments and correspondence for all team members.
• Assist in preparing reports, presentations, and other documents as needed.
• Handle incoming calls with professionalism and courtesy, demonstrating excellent phone etiquette.
• Maintain organized electronic filing systems and architecture to ensure all documents are easily accessible.
• Communicate effectively with team members and clients, fostering a collaborative environment.
• Experience working in fast paced & busy office, you are multi-task master.

Skills

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Proficiency in Zoom and Zoom Phone.
• Strong computer literacy with the ability to learn new CRM database software quickly. A360 knowledge a plus.
• Excellent organizational skills with precise attention to detail.
• Effective time management skills to prioritize tasks effectively.
• Strong typing skills with a focus on accuracy.
• Experience in clerical duties and administrative support roles.
• Experienced phone etiquette and customer service best practices.
• Experience in Financial Services /Insurance industry and financial terminology.
• Aptitude for understanding and working with mathematical concepts.

Experience

• Financial & Insurance Services 1-3 years (required)
• Microsoft Excel, Office, & Outlook 3 years (required)
• Administrative Assistant experience
• Administrative Assistant in a fast-paced office setting
• Life Insurance & Annuities License (preferred)
• College graduate (preferred) or numerous years of experience in Finance Industry
• Experience with Fidelity/National Financial Services portal and forms (preferred)

Pay scale dependent on established experience

Independent financial planning firm helping families and professionals achieve goals through personalized advice and trusted guidance

Company Description

Independent financial planning firm helping families and professionals achieve goals through personalized advice and trusted guidance