Financial Services Admin Assistant – Detail‑Oriented

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

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.