Administrative Assistant Position Available In Pinellas, Florida

Administrative Assistant 3.6 3.6 out of 5 stars 3895 Tampa Rd, Oldsmar, FL 34677 It is time to explore new challenges in your career. Maggi Tax Advisory & Financial Group is an independent, privately-owned financial services company in Oldsmar, FL. We are looking to add a full-time Administrative Assistant to our team. Our Investments in

You:

• PTO
• Paid Holidays
• 401(k)

Career Growth and Professional Development Opportunities The Expertise We’re Looking For:

• Prior Administrative Experience (Required)
• Proficiency with Microsoft Office suite, including Excel (Required)
• High school degree (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred)
• Series 65 or Insurance License/Life, Health, and Annuity (Preferred) Key Traits of a

Successful Administrative Assistant:

• Able to communicate verbally and in writing
• Strong attention to detail
• Able to learn and adapt to changes

What You Will Be Responsible For:

• Set and confirm calendar appointments
• Greet consumers on the phone and in person with a warm and welcoming approach
• 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
• Assist with coordination and execution of marketing campaigns and events
• Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
• 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
• 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

Pay:

$25/hr Check us out! –

Website:

https://maggitax.com/ –

TV & Radio:

https://maggitax.com/in-the-media/ –

Community Engagement:

https://maggitax.com/services/philanthropic-efforts/ If you feel like we would be a good fit for each other, apply now!

Job Type:

Full-time Pay:

$25.00 per hour

Benefits:

401(k) Paid time off Professional development assistance

Schedule:

Monday to Friday No weekends

Work Location:

In person