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Administrative Assistant to Financial Advisors

1 month ago

Bridgewater, United States Preferred Financial Partners Full time

Role:

Preferred Financial Partners is seeking a detail-oriented, efficient, and organized Administrative Assistant to support our team. This crucial role entails managing administrative duties, servicing various insurance and financial products, and handling financial transactions. The ideal candidate will be proactive, have a strong background in administrative tasks within the financial sector, possess excellent communication.


Key Responsibilities

Life Insurance and Other Policy Servicing

o Manage and service new and existing policies for life insurance, Corporate Owned Life Insurance (COLI), disability insurance, annuities, and long-term care.

o Maintain accurate records for policy applications, renewals, and modifications.

o Serve as a liaison between clients, financial advisors, and insurance providers.

Financial

o Process payroll for all employees, ensuring accuracy and timeliness.

o Coordinate “pay as you go” workers compensation payments, coordinated with payroll.

o Enter bank deposits and accurately record financial transactions in accounting software.

o Basic bookkeeping: uploading / processing invoice payments, bank reconciliations, payroll entry and other.

Administrative

o Plan and coordinate company events and manage staff travel arrangements.

o Oversee office supply inventory and place orders as necessary.

o Maintain regular contact with the office management company and report any maintenance issues.o Manage contracts for office equipment and ensure compliance with all contractual terms