Office Administrator
It is time to explore new challenges in your career. Retirement Solutions Group is an independent, privately-owned financial services company in Franklin, TN. We are looking to add a full-time Office Administrator to our team.
Our Investments In You:
• 401(k) Plan & Match
• Paid Time Off
• Sick Time
• Paid Holidays
• NO group health insurance offered
The Expertise We’re Looking For:
• Prior Administrative Experience (Required)
• Proficiency with Microsoft Office suite, including Excel (Required) • High school degree (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred) Key Traits of a Successful Office Administrator:
• Able to communicate verbally and in writing
• Able to learn and adapt to changes
• Able to bring a positive, friendly, and pleasant attitude
• Able to be proactive, problem-solve, and exercise independent judgement 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
• Assemble meeting preparation documents pertaining to the client/prospect • Collect all vital information for all paperwork
• Enter client information into the CRM system
• Updating client account portals quarterly with necessary documents • Participate in client relation efforts as needed
• 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
• Prepare for and attend workshops which are held off-site in the evenings • All other duties as assigned
Pay: $60,000 + bonus potential
Check out our website at www.RSGTN.com
If you feel like we would be a good fit for one another, apply now!
