Who We Are
Retirement Income Planning LLC is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. We provide our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services.
We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential.
What You Will Be Doing
- Set and confirm calendar appointments
- Greet consumers on the phone and in person with a warm and welcoming approach
- Answer incoming calls and transfer all calls to the appropriate personnel
- Communicate with clients on behalf of financial advisor and firm
- Track prospect-to-client process
- Assist with coordination and execution of marketing campaigns and events
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter client information into the CRM system
- Assist in completing new account paperwork and annuity and life insurance applications
- Process new business applications with detail and accuracy and submit to appropriate carriers
- Obtain necessary documents and signatures from clients for carrier approval
- Track application process and new account set up
- Perform other clerical duties such as filing, photocopying, collating, faxing etc.
- Maintain and organize office files and documentation
- All other duties as assigned
What You Will Bring
- 2+ Years of Administrative Experience (Required)
- Proficiency with Microsoft Office suite, including Excel (Required)
- High school degree (Required)
- Associate or bachelor’s degree (Preferred)
- Prior Experience Working in Financial Advisory Industry (Preferred)
- Clear and professional communication (verbal and written)
- Strong attention to detail and organizational skills
- Ability to learn and adapt to changes
What’s In It For You
- Pay: $47,000 - $52,000 DOE
- PTO
- Paid Holidays
- Group Medical Insurance
- Retirement Savings Plan with Employer Match
- Career Growth and Professional Development Opportunities
Check Us Out!
- Website: https://www.retirementincomeplanningllc.com/index.html
If you think we’d make a great match, apply today!
Pay: $47,000.00 - $52,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Application Question(s):
- Are you willing to complete a background check?
Experience:
- Administrative: 2 years (Required)
Ability to Commute:
- Madison, WI 53718 (Required)
Work Location: In person
