Office Administrator

Insight Global; Tallahassee (FL); On-site; USD 50,000 - 55,000; Full time

Job summary

A leading financial services company seeks an Administrative & Marketing Assistant to enhance client interactions and support day-to-day operations. The ideal candidate will have a degree and experience in financial services, coupled with strong organizational and communication skills. Responsibilities include managing schedules, assisting with client needs, and maintaining documentation to ensure exceptional service delivery.

Benefits

Medical Insurance

Vision Insurance

401(k)

Qualifications

• Experience in the financial services industry or technology support.
• Ability to prioritize tasks and work efficiently in fast-paced environments.
• Proficiency in handling confidential information.

Responsibilities

• Provide daily workflow support to staff and clients.
• Assist in scheduling and confirming appointments.
• Manage filing, copying, and client paperwork.

Skills

Organizational Skills

Oral Communication

Written Communication

Proactivity

Problem Solving

Time Management

Education

Associate or Bachelor’s Degree

Job description

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Insight Global is partnering with a financial & retirement planning services company, with a focus on educating and providing independent financial advice with the outcome of creating legacy. This administrative & marketing focused assistant would provide daily workflow support to the staff and to its clients.

The onsite assistant will be responsible for providing excellent service support, follow-through and deliver an exceptional client experience. The ideal candidate would be someone who has earned securities licenses, with sometime spent in support.

Day to Day:

-Courteously and professionally answer and problem solve both office and client related issues.

-Assist with the scheduling and confirming of appointments, meetings and phone calls with current and prospective clients.

-Assist with the management of in-house staff calendars and schedules using Outlook and Redtail (CRM).

-Manage routine filing, copying, processing and maintain the repository for all client paperwork.

-Prepare new business accurately and timely processing forms, collection of support documentation and securing of required electronic or wet signatures needed for the establishment of accounts and services.

-Able to generate written and electronic correspondence and knowledgeable of compliance details with broker/dealer regulations.

-Maintenance of logs for incoming securities checks and submission of materials for advertising review.

Skills and Experience:

• Associate or bachelor’s degree
• Financial Services industry experience or supporting a technology organization
• Ability to prioritize and work efficiently in a fast-paced environment
• Interact well with peers, senior managers, and other staff in the department
• Excellent organizational skills and service-oriented
• Superior writing and editing ability
• Excellent oral and written communication skills
• Must be proactive in meeting and exceeding needs of leader and handle confidential information
• Ability to meet deadlines and multi-task in a fast-paced environment

Compensation:

$50k. Exact compensation may vary based on several factors, including skills, experience, and education.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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