Part-Time Administrative Assistant

It is time to explore new challenges in your career. JOST Financial is an independent, privately-owned, financial services company in Watchung, NJ. We are looking to add a part-time (20 hrs/wk) administrative assistant to our team.

Schedule: 20hrs/wk; M-F or M-R 10am-2pm or 11am-3pm; occasional evenings and weekends required to assist with client appointments and financial seminars (minimum of two week notice for evening and weekend work)

The Expertise We’re Looking For:

·       Prior Administrative Experience (Required)

·       Proficiency with Microsoft Office suite, including Excel (Required)

·       Notary or willingness to become a notary with costs paid for becoming one (Required)

·       High school degree (Required)

·       Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

·       Able to communicate verbally and in writing

·       Able to learn and adapt to changes

What You Will Be Responsible For:

·       Set and confirm calendar appointments

·       Greet consumers on the phone and in person with a warm and welcoming approach

·       Answer incoming calls and transfer all calls to the appropriate personnel

·       Communicate with clients on behalf of financial advisor and firm

·       Track prospect-to-client process

·       Assist with coordination and execution of marketing campaigns and events

·       Assemble meeting preparation documents pertaining to the client/prospect

·       Collect all vital information for all paperwork

·       Enter client information into the CRM system

·       Assist in completing new account paperwork and annuity and life insurance applications

·       Process new business applications with detail and accuracy and submit to appropriate carriers

·       Obtain necessary documents and signatures from clients for carrier approval

·       Track application process and new account set up

·       Perform other clerical duties such as filing, photocopying, collating, faxing etc.

·       Maintain and organize office files and documentation

·       All other duties as assigned

Pay: $25-30/hr

Check out our website: https://www.jostfinancial.com/ Find us on: Facebook & FOX 28

If you feel like we would be a good fit for each other, apply now!