Executive Assistant Position Available In Rowan, North Carolina

Executive Assistant 3.6 3.6 out of 5 stars 1410 N Main St, Salisbury, NC 28144 It is time to explore new challenges in your career. Bostian Retirement Planning, LLC is an independent, privately-owned financial services company in Salisbury, NC. We are looking to add a full-time Executive Assistant to our team. Our Investments in

You:

• PTO

Paid Holidays The Expertise We’re Looking For:

• 1+ years Administrative Experience (Required)
• Proficiency with Microsoft Excel (Required)
• Prior CRM system experience (Required)
• High school degree (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred)
• Public Notary (Preferred) Key Traits of a

Successful Administrative Assistant:

• Able to communicate verbally and in writing
• Great interpersonal skills
• Comfortable being on the phone
• Strong attention to detail
• Assertive
• Self-motivated
• Can work well with a team but also independently
• Able to learn and adapt to changes

What You Will Be Responsible For:

• Set and confirm calendar appointments
• Answer incoming calls and transfer all calls to the appropriate personnel
• Communicate with clients on behalf of financial advisor and firm
• Track prospect-to-client process
• Assemble meeting preparation documents pertaining to the client/prospect
• Collect all vital information for all paperwork
• 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
• Track and follow-up with third party companies on status of new account and policy applications
• Obtain necessary documents and signatures from clients for carrier approval
• Actively reach out to consumers for annual review scheduling
• Proactively reach out to clients throughout the year on important milestones, to invite to company events and to increase firm referrals
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Maintain and organize office files and documentation
• All other duties as assigned

Pay:

$20/hour Check us out! –

Website:

https://bostianretirement.

com/ – Upcoming events:

https://bostianretirement.com/events/ If you feel like we would be a good fit for each other, apply now!

Job Type:

Full-time Pay:

$20.00 per hour

Benefits:

Paid time off

Schedule:

8 hour shift Day shift Monday to Friday No weekends

Work Location:

In person