Who We Are
Brown Financial Advisors is a boutique financial services firm based in Milford, OH, and locations around the Midwest. We embrace our role as an advocate for our clients, always acting with their best interest in mind. While many financial services professionals focus on products, our experience shows our clients’ needs are best met by focusing on processes, strategies, and most importantly, people.
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: $45,000 - $50,000 DOE
- PTO + Paid Holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) + Company Match
- Long-Term and Short-Term Disability
- Life Insurance
- Career Growth and Professional Development Opportunities
Check Us Out!
- Website: https://www.brownfinancialadvisors.com/index.html
- If you think we’d make a great match, apply today!
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Application Question(s):
- Are you willing to complete a background check?
Experience:
- Administrative: 2 years (Required)
Ability to Commute:
- Milford, OH 45150 (Required)
Work Location: In person
