Administrative Assistant Job at Retirement Renegade in Franklin

Overview

Administrative Assistant role at Retirement Renegade in Franklin, TN. The Financial Advisor relies on the Administrative Assistant to manage the daily office operations and to support the growth of the business. The ideal candidate has a long-term interest in the financial industry, a sharp phone presence, and enjoys building rapport with prospects and clients.

Qualifications

• 2+ years of administrative office experience in a fast-paced environment
• Bachelor’s Degree preferred
• Financial industry experience preferred
• Advanced skills with MS Office Suite
• CRM experience

Skills

• Ability to prioritize projects and manage time
• Savvy customer service, to include excellent verbal and written communication
• Strong follow-through
• Ability to demonstrate persistence to achieve quality

Responsibilities

Assisting the Financial Advisor in managing the branch office to meet client and regulatory expectations, including but not limited to:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and outgoing correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist the Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed
• Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
• Provide marketing support as needed including newsletters, blogs, social, website, communications, events, etc.

Benefits

• 50,000 + quarterly bonus
• Health Insurance
• PTO

Details

• Employment type: Full-time
• Seniority level: Associate
• Job function: Administrative
• Location: Franklin, TN

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