Job Overview
JOB TITLE: Financial Services Administrative Assistant / Operations Manager
POSITION SUMMARY:
This position will provide high level administrative support to Financial Advisors.
Primary responsibilities include working with Senior Retirement Plan Advisors to prepare information needed for client 401k review meetings, prepare materials/forms as required, process forms for new and existing clients, complete meeting minutes, draft participant notices and correspondence to clients, maintaining documents in a centralized database, conference call coordination, generating and emailing correspondence and other duties as assigned. Strong follow-up skills are required
Job Type: Part time/Full Time
Years of Experience: 3+ Years
Education Level: Bachelor’s Degree
Career Level: Experienced
ABOUT THE COMPANY:
Location: Hauppauge, NY 11788
Industry: Financial Services
Retirement Plan Consulting Group
We are an established financial services company with a concentration in the Retirement Plan market. The company is seeking an experienced Administrative Assistant / Client Relationship Manager to work in a rapidly growing Company with growth potential.
SKILLS REQUIRED:
- Proficient in Word, Excel, Outlook and PowerPoint software
- Understanding of Financial terminology and concepts
- Excellent verbal and written communication skills
- Ability to work independently and establish priorities
- Ability to handle multiple requests simultaneously and respond quickly
- Highly organized with absolute attention to detail
- Administrative qualities time management and organizational skills
- Prior experience with working in the Financial Services Industry
- Excellent follow-through and communication to team members regarding status of open items
EDUCATION AND EXPERIENCE REQUIREMENTS REQUIRED:
- Bachelor’s Degree
- Preferred but not required - Securities Licenses Series 7 or 6, 63 Insurance Licenses (Life/Health)
- Salary: $20.00 - $25.00/hour based on experience
REQUIRED EXPERIENCE:
- Very strong interpersonal communication skills with strong attention to necessary detail and good follow-up.
- Administrative Assistant / Client Relationship 3+ years of experience a must.
Pay: $40,000.00 - $60,000.00 per year
Work Location: In person
