Our small Employee Benefits and Retirement Services firm in Wellesley is looking for a motivated individual to join our staff, providing high-level support to our two Financial Advisors and our Employee Benefit Consultant in assisting with day-to-day office tasks. We work in a low-stress environment and the hours are 9-5 Monday-Friday
The ideal candidate will be a self-starter who works well independently and is able to prioritize their workload and effectively respond to changing priorities. This role is multi-faceted and provides a great opportunity for professional growth.
Qualifications include a positive attitude, excellent phone skills, organizational skills, and excellent verbal and written communication skills with a high level of comfort and confidence interacting with individuals on the phone.
A minimum of 2-4 years working in an office setting. A proficiency in Microsoft Applications, including Word and Excel; the ability to effectively manage time, prioritize workload and respond to rapidly changing priorities. Preference will be given to candidates who possess insurance / retirement plan knowledge, a high-level expertise with technology and those with a background working with Salesforce systems.
General Office Duties: Managing the overall running of the office, answering phones, managing office supplies and equipment, working with our outside IT department to keep the office running, updating and maintaining schedules and calendars. Data entry and maintenance of account information in a management system.
Financial Advisor Administrative Assistant: There will be training. The job includes fielding questions from retirement plan clients and helping to resolve their issues. Experience with “Salesforce” or another CRM would be helpful, but we will train. A background check and finger printing required.
Employee Benefits Administrative Assistant: Will be the “voice” of the office answering calls from our employee benefit clients and relaying to our benefit consultant. You will learn to help prepare employee spreadsheet presentations and communication materials
Benefits Include: Medical, Dental, Vision, Life, 401(k) with a match and generous PTO time
