Administrative Support Specialist
2 days ago
We are seeking an experienced Administrative Assistant to join our team at Madison Approach. As an Administrative Assistant, you will provide high-level administrative support to our financial advisors, ensuring seamless day-to-day operations and exceptional client experiences.
Key Responsibilities- Administrative and Scheduling
- Meet and greet clients, answer incoming phone calls, and take messages for advisors
- Schedule and confirm client appointments, file documents, and prepare paperwork for client signatures
- Manage office operations, including bookkeeping, payroll, and commission issues
- Prospect and Client Meeting Preparation and Follow-Up
- Prepare case materials for initial meetings, run new and in-force illustrations, and prepare proposals for investment platforms
- Coordinate client meetings, including CE CPA seminars and client events, and add prospect and client names to the CRM
- Post Sale Support and Client Onboarding
- Prepare notes and follow-up materials for clients, submit and track new business paperwork, and review completed applications for errors
- Manage new business underwriting, client communication during application processing, and set up online client access
- Client Service
- Maintain client files, answer client policy and account questions, and track BD deposits and transfers
- Provide routine client service, including changes of beneficiary, address updates, and client communication during change processing
- Client Experience & Marketing
- Develop and implement annual marketing plans, create and update team websites, and manage social media presence
- Coordinate marketing and client events, including logistics and follow-up
- Office Management
- Create agendas for team meetings, facilitate meetings, and take and distribute notes
- Manage office operations, including equipment and supplies, and identify and implement systems to improve efficiency
Requirements
- Excellent work ethic, computer skills, and organizational skills
- Ability to work in a fast-paced office environment
- Strong communication and interpersonal skills
- High school diploma or equivalent required; associate's or bachelor's degree preferred
What We Offer
- Competitive salary range: $60-70K
- Opportunities for growth and professional development
- Collaborative and dynamic work environment
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