Office Administrator Position Available In Williamson, Tennessee

Office Administrator 3.6 3.6 out of 5 stars 101 SE Parkway Ct Ste 210, Franklin, TN 37064 It is time to explore new challenges in your career. Retirement Solutions Group is an independent, privately-owned financial services company in Franklin, TN. We are looking to add a full-time Office Administrator to our team. Our Investments in

You:

• 401(k) & match
• Paid Time Off
• Sick Time
• Paid holidays
• NO group health insurance offered

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) Key Traits of a

Successful Office Administrator:

• Able to communicate verbally and in writing
• Able to learn and adapt to changes
• Able to bring a positive, friendly, and pleasant attitude
• Able to be proactive, problem-solve, and exercise independent judgement

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
• Updating client account portals quarterly with necessary documents
• Participate in client relation efforts as needed
• Sending out birthday and anniversary recognition for clients
• 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:

$60,000 + bonus potential Check out our website: https://rsgtn.com/ If you feel like we would be a good fit for each other, apply now!

Job Type:

Full-time Pay:

$60,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off

Schedule:

8 hour shift Day shift No weekends

Work Location:

In person