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ADMINISTRATIVE ASSISTANT

JOB FUNCTION: Administrative Support
JOB TYPE: Direct Hire
LOCATION: Hamilton Township, NJ

COMPENSATION: $50k - $60k
MINIMUM EDUCATION: Bachelor's Degree
POSTED: Jun 11, 2021

Our client, a leader in the Financial Services industry is looking to bring on an Administrative Assistant to support the Financial Advisors.

Salary/Hourly Rate:

$50,000 – $60,000

Position Overview:

The Administrative Assistant will be responsible for providing administrative and operational support to Financial Advisors in a fast-paced financial planning office. The ideal candidate might be someone who has earned his or her securities licenses, or is looking to earn them. The Administrative Assistant will assist the team in as many areas of the financial planning process, including preparing new account and service paperwork, managing multiple computer systems in a paper-work intensive environment, providing customer service both in person and over the phone, scheduling meetings, generating and mailing correspondences, and completing other administrative tasks as needed.

Responsibilities of the Administrative Assistant:

  • Assist the Financial Advisor with daily activities including maintaining calendars, preparing correspondences, and providing customer service
  • Interact with clients in person and over the phone
  • Prepare and review new account paperwork
  • Facilitate and resolve client service requests
  • Apply a working knowledge of operations and client-service process
  • Ensue paperwork is prepared and provided for all client meetings
  • Handle confidential and sensitive information responsibly
  • Maintain admin functions of the office such as office supplies and mail
  • Perform other administrative duties as needed

Qualifications for the Administrative Assistant:

  • Series 7, Series 66, Series 65 (or 63 & 66), and insurance licenses are preferred
  • At least two 2 years of experience within the industry is required
  • Must be detail oriented and able to work in a fast-paced environment
  • Must be committed to providing exceptional customer service
  • Has a high degree of comfort managing multiple tasks simultaneously
  • Must have a strong character and a positive attitude
  • Must be proficient in Microsoft Office especially with Excel

Education Requirements:

  • Bachelor’s degree in Business or Finance is required

Benefits:

  • Medical, Dental, and Vision
  • 401k match
  • Paid Time Off
POSITION ID: 97704

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