Administrative Assistant

3 weeks ago


The Villages, United States Lynkx Staffing Full time
Job DescriptionJob Description

Our Financial Services client seeks an Administrative Assistant who will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily.

The ideal candidate for this role will be someone who has a strong understanding of the Financial or Insurance industry. A sharp phone presence and a love for building rapport with prospects and clients is a must The incumbent has a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office.

Assist the Financial Advisor in managing the branch office to exceed client and regulatory expectations including but are not limited to:

  • Answer phones and greet clients in a friendly, positive, and warm manner
  • Be the first point of contact for prospects and clients
  • Maintain office supplies and outgoing correspondence
  • Assist clients with issues and concerns
  • Build and improve upon client relationships
  • Database management
  • Set appointments with clients and assist the Advisor with calendar management
  • Pre-appointment preparation including compiling account summaries
  • Maintain office filing system, both paper and electronic
  • Record notes from client conversations
  • Assist with various marketing objectives
  • Other industry-specific tasks as needed
  • Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
  • Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.

REQUIREMENTS

  • Bachelor's Degree preferred
  • Financial or Insurance industry experience required
  • Strong knowledge of financial terminology required
  • 2+ years of administrative office experience in a fast-paced environment
  • Advanced skills with MS Office Suite
  • CRM experience preferred
  • Experience in annuities and insurance preferred
  • Ability to prioritize projects and manage time
  • Savvy customer service, to include excellent communication, both verbal and written
  • Strong follow-through
  • Good-natured, positive attitude
  • Ability to demonstrate persistence to achieve quality

Benefits

After 6 months:

  • Full health insurance, including dental and vision
  • Generous PTO and Comp time
  • 401(k)
  • Annual bonus

Hours:

  • Monday – Friday , 8:30am-5:00pm
  • Some evenings required for client events

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