Administrative Assistant Financial Firm Franklin, TN

Administrative Assistant

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our financial firm Retirement Renegade in Franklin TN is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business.

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Minimum Requirements :

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

This position requires you to possess the following skills :

Ability to prioritize projects and manage time

Savvy customer service to include excellent communication both verbal and written

Strong follow-through

Good-natured positive attitude

Ability to demonstrate persistence to achieve quality

Responsibilities :

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are 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 initiativesand / 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.

Salary :

TBD

Benefits :

Health Insurance

PTO

Hours :

Monday- Friday : 9 : 00 am 5 : 00 pm

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together we have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Key Skills

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Employment Type : Full Time

Experience : years

Vacancy : 1