Administrative Assistant

It is time to explore new challenges in your career. Southwest Retirement Resources Inc is an independent, privately-owned financial services company in Oklahoma City, OK. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

· Health Insurance Stipend

· PTO

The Expertise We’re Looking For:

· Prior Office Management/Administrative Experience (Required)

· Proficiency with Microsoft Office suite (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

· Detail oriented with strong follow-up processes

· Proven time-management and organizational skills in high-volume and high-energy environments

What You Will Be Responsible For:

· Collect all vital information for all paperwork

· Complete investment account opening paperwork and annuity and life insurance applications

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

· Track application and new account set up and follow-up on all pending business

· Track transfer of funds and follow-up with carriers

· Provide all needed information and material for delivery

· Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.

· Collect all vital information to execute requests or required post issue functions

· Perform tasks required to execute Required Minimum Distributions (RMDs)

o Calculate RMDs

o Schedule time with agent/advisors to determine which accounts to pull RMDs

o Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested

o Submit completed forms to companies

o Track all distributions made and RMD met

· Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.

· Process any annuity surrenders

· Monitor annuity policies for annual reallocation

· Provide all needed information and material for delivery

· Coordinate all marketing campaigns, databases, and client communication

· Manage marketing campaign for clients and prospects

· Be a back up to answer phone calls and to help with calendar appointment reminders

· Assist with prospect and client events as needed

· All other duties as assigned

Pay: $40,000 - $45,000 + bonus opportunities

Check out our website: https://southwestretirement.net/

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