Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Massey Morgan Financial Solutions, a financial services firm with an office in Medford, NJ, has an opening for a part-time (20-25 hrs/wk) Administrative Assistant.
The requirements for the position includes but is not limited to the following:
Prior Administrative Experience (Required) Tax Experience a Plus
Proficiency with Microsoft Office suite (Required)
High school degree (Required)
Prior Experience Working in Financial Advisory Industry (Preferred)
Ability to communicate verbally and in writing
Ability to learn and adapt to changes
The duties for this position Include the following:
Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls, transfer all calls to the appropriate personnel or take detailed message
Send out thank you letters, referral letters, and all other mailers as needed
Assist with marketing, newsletters, social media
Communicate with clients on behalf of financial advisor and firm
Track prospect-to-client process
Assemble meeting preparation documents pertaining to the client/prospect
Enter client information into the CRM system
Assist in completing new account paperwork and annuity and life insurance applications
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
Please include availability in cover letter with resume.
