Administrative Assistant & Flex Benefits Coordinator
Job Purpose
The Administrative Assistant & Flex Benefits Coordinator provides essential administrative support to the financial advisors while also assisting with the coordination of employee flex spending programs for school-system clients. This role ensures efficient office operations, accurate benefits administration, and positive experience for clients and employees.
Key Responsibilities
- Provide administrative support, including scheduling, correspondence, document preparation, and record keeping.
- Assist with client inquiries.
- Coordinate flex benefit enrollment, changes, and terminations in a timely and accurate manner.
- Maintain and update client records and databases.
- Prepare reports, forms, and communications for clients and internal use.
- Assist in compliance with regulatory requirements in benefits administration and financial services support.
- Support day-to-day office operations such as filing, scanning, and data entry.
- Serve as a point of contact for clients, delivering professional and courteous service.
Requirements
- High school diploma or equivalent; associate’s or bachelor’s degree in business, finance, or related field preferred.
- Strong computer proficiency, including Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn new software systems.
- Excellent written and verbal communication skills.
- Strong organizational and time-management skills.
- Detail-oriented with accuracy in data entry and record-keeping.
- Ability to maintain confidentiality and handle sensitive information.
- Customer service mindset with a professional and courteous demeanor.
- Willingness to learn benefits administration and financial services processes.
Performance Expectations
- Complete administrative and benefits coordination tasks accurately, efficiently, and on time.
- Maintain a high level of professionalism, discretion, and confidentiality in all client and company matters.
- Provide timely, courteous, and solution-oriented support to clients, colleagues, and partners.
- Keep client records, benefits data, and documentation consistently accurate and up to date.
- Demonstrate initiative by anticipating needs, solving problems proactively, and suggesting process improvements.
- Develop increasing knowledge of flex benefits and financial services, positioning for professional growth within the agency.
- Contribute to a positive, collaborative, and service-focused work environment.
Compensation & Benefits
- Competitive salary commensurate with experience
- Comprehensive benefits package including health insurance, retirement plan, and paid time off
- Opportunities for professional development and career growth within the agency
- Supportive team environment with mentorship and training provided
Challenges & Opportunities
- Balancing dual responsibilities of administrative support and benefits coordination.
- Learning the complexities of flex spending and benefits programs while supporting financial services.
- Opportunity to gain hands-on experience in both financial services and employee benefits administration.
- Potential for career advancement into licensed financial representative roles.
Pay: $15.00 - $22.00 per hour
Benefits:
- 401(k)
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
Experience:
- Financial industry : 2 years (Preferred)
License/Certification:
- Certified Notary Public (Preferred)
Work Location: In person
