Administrative Assistant

1 week ago


The Villages, United States Advisor Employee Services Full time

**Administrative Assistant**

**Minimum Requirements**:

- 2+ years of administrative office experience in a fast-paced environment
- Bachelor’s Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- CRM experience preferred
- Experience in annuities and insurance preferred

**This position requires that you possess the following skills**:

- 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

**Responsibilities**:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include 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.

**Salary**:
$20-$25 BOE

**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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