Office Manager/Administrative Assistant

Work in a fast paced and challenging office environment to assist a financial advisor with increasing revenues and assets under management. Primary responsibilities include but not limited to: 1. Develop efficient office administration processes and procedures.

• Analyze and improve existing workflows to maximize efficiency
• Manage CRM system to maintain and organize office files and documentation
• Communicate with clients and prospects to set and confirm appointments
• Assemble meeting preparation documents pertaining to the client/prospect
• Assist in completing new broker dealer account paperwork and annuity and life insurance applications
• Process new business applications with detail and accuracy and submit to appropriate platforms and carriers
• Track application process and new account set up
• Maintain books and records requirements set forth by the broker dealer 2. Increase revenues with existing clients and expansion of client base.
• Manage marketing efforts to existing and prospective clients with coordination and execution of marketing campaigns and events
• Set and confirm marketing events on behalf of financial advisor
• Work with vendors to support marketing events
• Track prospect-to-client process
• Manage pro active reach outs to client and prospects

Requirements:

• Proficient in Microsoft Office - Word, Excel
• Working knowledge of CRM systems
• 2-3 Years Financial Services Experience
• Willing to take securities exams (series 7/6 and 65) if requested
• Work from home with ability to go to office upon request

Pay:

$20.00 - $25.00 per hour

Work Location:

Hybrid remote in Bordentown, NJ 08505