Administrative Assistant

Preferred Retirement Strategies; New Jersey; On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

PTO

Paid Holidays

Health Insurance

Dental Insurance

Vision Insurance

Job summary

Preferred Retirement Strategies, LLC, a small boutique financial services firm in Freehold, NJ, seeks a detail-oriented Administrative Assistant to support a growing team and keep a fast-paced office running smoothly.

You will manage calendar appointments, greet clients, handle calls, assist with marketing campaigns, and process new business papers with accuracy and compliance. Strong MS Office skills and prior admin experience are essential.

Qualifications

• Prior administrative experience is required.
• Proficiency with Microsoft Office, especially Excel.
• Strong attention to detail and organization.
• Ability to learn and adapt to changes.
• Clear and professional communication, verbal and written.

Responsibilities

• Set and confirm calendar appointments.
• Greet consumers on the phone and in person warmly.
• Answer calls and transfer to appropriate personnel.
• Coordinate and execute marketing campaigns and events.
• Assist with marketing materials and compliance approvals.
• Enter client information into the CRM and prepare paperwork.
• Process new business applications and follow up with carriers.
• Maintain organized office files and perform clerical duties.

Skills

Administrative Experience

MS Office

Excel

Computer Systems

High School Degree

Attention to Detail

Adapt to Changes

Communication Skills

Education

High School Diploma

Associate or Bachelor's Degree

Tools

Microsoft Office Suite

CRM System

Job description

Job Description

Who We Are

Preferred Retirement Strategies, LLC is a small boutique financial services firm located in Freehold, NJ. Our goal is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to help achieve financial independence.

We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our growing team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced and professional environment.

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 advisors and firm
• Assist with coordination and execution of marketing campaigns and events
• Assist 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
• Follow-up with insurance companies and new business
• 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 We Are Looking For

• Prior Administrative Experience (Required)
• Proficiency with Microsoft Office suite, including Excel (Required)
• Proficiency with Computer Systems (Required)
• High School Degree (Required)
• Strong Attention to Detail & Organizational Skills (Required)
• Ability to Learn and Adapt to Changes (Required)
• Clear & Professional Communication (Verbal & Written) (Required)
• Associate or Bachelor's Degree (Preferred)
• Prior Experience Working in Financial Services Industry (Preferred)
• Life & Health Insurance License (Preferred & Must Obtain within 60 Days)

What’s In It For You

• Pay:Starting At $22/hr Depending on Experience
• PTO
• Paid Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance

Check Us Out!

• Website: https://preferredwealthadvisorsllc.com/