Administrative Assistant

7 days ago

Woburn, Massachusetts, United States FSS Group Full time
Job DescriptionJob Description

It is time to explore new challenges in your career. FSS Group is an independent, privately-owned, financial services company in Highland Village, TX. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

· Paid Holidays

· PTO

· Bonus Opportunities

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

· 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: $40k annually + bonus potential

Check out our website:

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

Company DescriptionOur mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Financial Security Services Group, Inc. We empower you to navigate today's complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small business.Company DescriptionOur mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Financial Security Services Group, Inc. We empower you to navigate today's complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small business.

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