Administrative Support Specialist
3 weeks ago
This Administrative Support Specialist role is perfect for an organized individual with a passion for finance and administration. As part of our dynamic team at Jobot, you will be responsible for managing financial systems, coordinating administrative tasks, and providing support to the team in onboarding new clients.
Job SummaryWe are seeking an experienced Operations/Administrative Assistant to join our fast-paced and growing company in the Tax, Retirement, Wealth & Financial planning industry. The ideal candidate will have a strong administrative background, proficiency in Excel, and experience in financial planning, including investment, estate management, retirement planning, and 401k.
Responsibilities- Assist in the management and coordination of financial planning and wealth management activities, including investment, estate management, and retirement planning.
- Manage and maintain CRM databases such as Salesforce and Redtail, ensuring accurate and up-to-date client data.
- Provide support to the team in onboarding new clients, including enrollment in benefits and 401k plans.
- Handle various administrative tasks such as filing, coordinating, and clerical duties to ensure smooth office administration.
- Execute wire transfers and manage financial systems, ensuring accuracy and compliance with company and regulatory standards.
- Provide support in the use and management of financial platforms such as LPL Financial, MassMutual, and BlackRock.
- Assist in tax-related tasks, ensuring timely and accurate processing.
- Coordinate with insurance providers and handle related administrative tasks.
- Utilize advanced Excel skills to manage and analyze data, create reports, and implement formulas that drive efficiency.
- A minimum of 5 years of experience in an administrative role in the Accounting and Finance industry.
- Proficiency in Excel, including the use of complex formulas, and CRM systems such as Salesforce and Redtail.
- Experience in financial planning, including investment, estate management, retirement planning, and 401k.
- Familiarity with financial systems and platforms such as LPL Financial, MassMutual, and BlackRock.
- Experience in coordinating and managing administrative and clerical tasks in a busy office environment.
- Knowledge of insurance and benefits enrollment and management.
- Experience in handling wire transfers and managing financial systems.
- Strong organizational skills, with the ability to handle multiple tasks and deadlines.
- Excellent communication skills, both written and verbal.
- A proactive approach, with the ability to work independently and as part of a team.
- A high level of discretion and confidentiality, due to the sensitive nature of the information handled.
- Competitive compensation package.
- Overtime available.
- Profit share.
- Annual bonus.
- Full benefits (medical, vision, dental).
- 401k match.
- Career growth opportunities.
- A fast-paced but fun working environment.
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