About Us
Maggi Tax Advisory & Financial Group is an independent, privately-owned financial services company in Oldsmar, FL. We have been in business for over 30 years, our expertise has guided individuals, families and businesses with all aspects of their financial well-being, surpassing their targeted objectives. We are an established financial services firm rooted in the community and have developed our practice by creating close personal relationships with our clients.
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 Responsible For
- 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
The Expertise We’re Looking For
- 2+ Years Administrative Experience (Required)
- Proficiency with Microsoft Office suite, Including Excel (Required)
- High School Degree (Required)
- Prior Experience Working in Financial Advisory Industry (Preferred)
- Clear & Professional Communication (Verbal and Written)
- Strong Attention to Detail and Organizational Skills
- Ability to Learn and Adapt to Changes
Our Investments in You
- Pay: $25/hr
- PTO + Paid Holidays
- 401(k) + Company Match
- Medical
- Dental
- Vision
- Long-Term and Short-Term Disability
- Life Insurance
- Career Growth and Professional Development Opportunities
Check us out!
- Website: https://maggitax.com/
- TV & Radio: https://maggitax.com/in-the-media/
- Community Engagement:https://maggitax.com/services/philanthropic-efforts/
If you feel like we would be a good fit for each other, apply now!
Pay: $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Administrative: 2 years (Required)
Ability to Commute:
- Oldsmar, FL 34677 (Required)
Work Location: In person
