Administrative Assistant - Financial Services and Employee Benefits

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.

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