New Business Administrator

Nowlin & Associates; Birmingham (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial planning firm is seeking a full-time New Business Administrator in Birmingham, AL. This entry-level role focuses on assisting in advisor communications, ensuring excellent customer service, and handling financial vendor communications to provide a seamless client experience. Ideal candidates will possess strong communication skills, a bachelor's degree in finance or a related field, and proficiency in Microsoft Office.

Qualifications

• Strong communication and customer service skills are essential.
• Knowledge of finance and familiarity with insurance products is beneficial.
• Excellent organizational and time management abilities required.

Responsibilities

• Assist in advisor communications and provide excellent customer service.
• Manage implementation of financial products and handle vendor communication.
• Coordinate with professional advisors for seamless client service.

Skills

Strong Communication and Customer Service skills

Knowledge of Finance

Familiarity with Insurance products

Excellent organizational abilities

Proficiency in Microsoft Office

Education

Bachelor's degree in finance, accounting, Business Administration, or a related field

Job description

Company Description

Nowlin & Associates is a financial planning firm that collaborates with clients and their professional advisors to design and implement comprehensive lifetime economic plans for individuals and businesses. Since 1974, we have served clients throughout Alabama, Georgia, Mississippi, and northern Florida, offering a wide range of quality services and products to meet various financial needs. Our associates provide ongoing personal service using the latest in financial research technology and analysis software to manage client affairs. We work closely with CPAs and attorneys to ensure tailored financial plans, leveraging our experienced professional support staff to deliver the highest quality service.

Role Description

This is a full-time, on-site role for a New Business Administrator located in Birmingham, AL. The New Business Administrator/asst. office manager role will be responsible for assisting in advisor communications, providing excellent customer service, and assisting in financial vendor communication. Day-to-day tasks include ensuring the implementation of financial products, coordinating with professional advisors, and handling insurance and investment matters to ensure a seamless client experience.

Qualifications

• Strong Communication and Customer Service skills
• Knowledge of Finance
• Familiarity with Insurance products and investment operations a plus
• Excellent organizational and time management abilities
• Proficiency in Microsoft Office
• Previous experience in a financial planning firm is beneficial
• Bachelor's degree in finance, accounting, Business Administration, or a related field

Seniority level

• Entry level

Employment type

• Full-time