Administrative Support Associate

2 weeks ago


League City, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

Job Summary: We are seeking a highly organized and detail-oriented Administrative Assistant to provide vital support to our team at Magellan Financial & Insurance Services, Inc.

About the Role: As an Administrative Assistant, you will engage professionally with management and clients, communicate effectively with customers, vendors, and visitors, and manage confidential information with accuracy and discretion. Your primary responsibilities will include assisting advisors with opening new accounts, following up with clients, managing annuity applications, organizing client records, and performing client service-related requests.

Key Responsibilities:

  • Assist advisors with opening new accounts and completing required documentation for clients.
  • Follow up with clients to ensure all action items are completed in a timely manner.
  • Manage new annuity applications and facilitate account openings through Fidelity and Schwab.
  • Organize and maintain accurate client records, including trade-related documents and financial applications.
  • Perform client service-related requests such as check processing, address changes, and wire transfers.
  • Provide reports and relevant information to advisors upon request.
  • Identify and escalate any concerns or unusual client activity to the Financial Advisor or Branch Manager.
  • Support the administrative needs of the office, including answering phones, processing mailings, and filing documents.

Requirements:

  • Knowledge of administrative processes, including file management and office procedures.
  • Basic understanding of the investment brokerage industry and familiarity with regulatory compliance.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Strong time management skills with the ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with a customer-first mindset.

Why Choose Us?

At Magellan Financial & Insurance Services, Inc., we're a team united by a shared goal of helping individuals and families achieve financial independence. Our dynamic work environment, opportunities for professional development, and commitment to client satisfaction make us an excellent choice for Administrative Assistants who want to grow and contribute to our mission.



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