Administrative Assistant - Financial Firm - Franklin, TN

Advisor Talent Solutions•Franklin, TN

14d•Onsite

About The Position

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! 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: 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.

Requirements

2+ years of administrative office experience in a fast-paced environment
Advanced skills with MS Office Suite
CRM experience
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

Nice To Haves

Bachelor’s Degree preferred
Financial industry experience preferred

Responsibilities

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.