Skip to Main Content

Administrative Assistant - Financial Services and Employee Benefits

Columbia Benefits, LLC Englewood, CO

  • Posted: over a month ago
  • $20 Hourly
  • Full-Time
  • Benefits: medical, vision, 401k, dental
Job Description

We are a small office providing employee benefits, insurance, investment and financial planning services to businesses and individuals. Currently we are looking for an energetic, positive, proactive, motivated and independent individual to join our firm.

 

Duties:

  •  General Office
  • Answer phones
  • Make appointments
  • Greet clients
  • Assist the principal and other staff as needed
  • Account Maintenance
  • Prepare new account and account maintenance forms
  • Prepare insurance forms
  • Prepare plan distribution forms
  • Track form progress through completion
  • Systems
  • Maintain CRM Salesforce database
  • Input data on retirement plan system
  • Create investment reports on portfolio management system

 

Requirements:

- High school education

- Customer service experience

- Excellent verbal and written communication skills

- Word, Excel, gMail and calendar maintenance

- Detail oriented, self-starter

- Experience with CRM database maintenance – Salesforce a plus

- Experience with Schwab Advisor Center website a plus

- Background in Insurance a plus

- Background in investments a plus

- Willingness to obtain an insurance and/or securities license

 

Big plus if you have or had any of the items listed:

- Insurance License (Life and Health)

- Insurance Experience (Individual or Group)

- Series 65 - Investments

- Accounting experience

- Retirement Plan experience

- Employee Benefits experience

- Payroll experience

Compensation:

- Hourly base pay

- Incentives

- Retirement plans (401(k) and cash balance pension plan)

- Medical insurance offered after 90 days employment

- Health Savings Plan after 90 days with employer contribution

Please email your resume and cover letter including the earliest date you would be available to join our firm.

Company Description
We are a small office providing employee benefits, insurance, investment, and financial planning services to businesses and individuals. Currently, we are looking for an energetic, positive, proactive, motivated and independent individual to join our firm after completion of the apprenticeship.

Columbia Benefits, LLC

Why Work Here?
Flexible Schedule(4 day if desired), Great growth potential in Boutique office

We are a small office providing employee benefits, insurance, investment, and financial planning services to businesses and individuals. Currently, we are looking for an energetic, positive, proactive, motivated and independent individual to join our firm after completion of the apprenticeship.

Columbia Benefits, LLC's Logo

Address

7200 S. Alton Way

Englewood, CO
USA

Website

View all jobs at Columbia Benefits, LLC

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.