Office Administrative Assistant

Job Overview
The Office Administrative Assistant specializes in client service and supporting the financial advisor as they focus on their practice and client relationships. The Office Administrative Assistant also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial advisor and clients. Specific responsibilities may include but are not limited to:

Responsibilities

• Handle case notes, process correspondence, and maintain client case files.
• File statements, account forms, and other insurance/investment-related materials
• Maintain financial advisor’s calendar and schedule follow-up appointments.
• Answer and direct telephone calls, as appropriate
• Maintain supplies of current insurance/ investment-related marketing materials
• Input data, print proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Prepare/print letters of instruction for client signature

Support

• Handle case notes, process correspondence, and maintain client case files.
• File statements, account forms, and other insurance/investment-related materials
• Maintain financial representative’s calendar and schedule follow-up appointments.
• Answer and direct telephone calls, as appropriate
• Maintain supplies of current insurance/ investment-related marketing materials
• Input data, print proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Prepare/print letters of instruction for client signature
• Prepare policies for delivery

Qualifications

• Bachelor’s Degree preferred but not required
• Financial Service or Insurance industry experience preferred
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills, set priorities, and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Has interest in learning and growing on a continuous basis
• Ability to embrace change and work in a fast-paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality

Job Type: Full-time

Pay: $17.00 - $23.00 per hour

Benefits:

• 401(k)
• Life insurance
• Paid time off

Experience:

• Financial concepts: 1 year (Preferred)

Ability to Commute:

• Appleton, WI 54913 (Preferred)

Ability to Relocate:

• Appleton, WI 54913: Relocate before starting work (Preferred)

Work Location: In person