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Administrative Sales Assistant to Certified

4 months ago

Bedford, United States Al Santosuosso, Certified Financial Planner, CFBS, CEPA Full time

**Administrative Assistant**

**DESCRIPTION**:
Certified Financial Planner and Senior Partner within Commonwealth Financial Group is looking for an administrative sales assistant to support their growing financial services business with a variety of operational tasks. This is an ideal position for someone that is highly organized, detail oriented, delivers a positive attitude, and is a dependable team player.

**RESPONSIBILITIES**:

- Calendar management and client scheduling
- Client Investment and Insurance paperwork
- Meeting preparation (i.e. Creating agendas and running reports)
- Utilization of a CRM system (Advisor 360 software)
- Client Services
- Ad hoc Marketing support (i.e. Birthday cards, newsletter, etc.)

**PREFERRED CREDENTIALS AND QUALIFICATIONS**:

- Bachelor's Degree
- Prior experience working for a Financial Planner or within the Financial Services Industry
- Holds Life, Accident, and Health License, and SIE or Series Licenses (Series 7 or Series 66) or interested in obtaining these.

**OUR CORE VALUES ARE**:

- Total Ownership
- Infectious Enthusiasm
- Interdependent Team Players
- Family First
- Unyielding Integrity

Pay: $55,000.00 - $60,000.00 per year

Schedule:

- Monday to Friday

Application Question(s):

- What relevant skills and experiences would you bring to this role?

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial services: 1 year (preferred)
- Administrative Assistant: 1 year (preferred)
- Marketing support: 1 year (preferred)
- Calendar Management: 1 year (preferred)
- Customer service: 1 year (preferred)

Ability to Relocate:

- Bedford, NH 03110: Relocate before starting work (required)

Work Location: In person