Client Services - New Business Specialist

Job Description

Financial Administrative Assistant Needed: Your Next Career Move Awaits!

Do you excel at keeping things organized and running smoothly, even when life throws a curveball? We’re a leading financial firm specializing in retirees, and we’re on the lookout for a Financial Administrative Assistant who can juggle tasks like a pro while keeping a smile on their face.

What’s the Role? As our Financial Administrative Assistant, you’ll be the backbone of our team, handling everything from scheduling client meetings, managing paperwork, to keeping our office running like a well-oiled machine. You’ll assist our advisors with client communications, maintain records, and ensure our clients always feel they’re in good hands.

We’re not asking for decades of experience, but if you’ve got a knack for organization, strong communication skills, and a “let’s get it done” attitude, we want to hear from you! Familiarity with financial services is a plus, but a willingness to learn and a commitment to excellence is what truly counts.

$45,000 - $55,000 yearly DOEResponsibilities:

Complete & process new business applications

Receive incoming client service calls in a friendly, warm manner

Process & follow up on client service requests

Update & review database/CRM to reflect account status regarding new business and/or service

Maintain an organized, compliant, and efficient filing system

Follow up on pending business and contact individual clients with updates

Assist Advisors with pre-appointment requirements

Gather account values and complete client review summary for upcoming appointments

Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests

Assist Advisors with educational workshops & client events as needed

Qualifications:

2+ years of experience in client services or new business development

Strong communication skills, both verbal and written

Ability to build and maintain client relationships

Proficient in CRM software and Microsoft Office suite

Detail-oriented and able to manage multiple tasks simultaneously

About Company

Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.

Full-time