Financial Administrative Assistant II

Financial Administrative Assistant II Retirement Plan Advisors - 4.5 Saint Peters, MO Job Details Full-time $31 - $39 an hour 1 day ago Benefits 401(k) Paid time off 401(k) matching Professional development assistance Flexible schedule Qualifications Microsoft Outlook Zoom Administrative experience Appointment scheduling Banking Full Job Description Retirement Plan Advisors specializes in retirement planning for the hardworking people who make our communities work. We deferred compensation and defined contribution plans. As an Independent Registered Investment Adviser, we provide plan design, onsite employee education and investment advisory services to public sector retirement plans. What You Will Do as an Administrative Assistant on

Our Team:

This position focuses on customer service for an established base of retirement plan participants primarily in the Metro St. Louis Area. Our office provides retirement planning and education to public sector employees. Duties as a member of the

RPA Team:

• Answer, route and document calls for the office including client calls, partner calls and financial recordkeeper calls
• Schedule client and group meetings for potential and existing participants
• Schedule meetings using various software platforms including but not limited to: CRM (such as RedTail), Email (such as Outlook) and Meeting Software (such as Zoom and Jive / GoToMeeting)
• Review financial forms completed by clients and/or team members for quality prior to processing financial changes to clients' accounts
• Process financial transactions by email, faxing and phone conference calls with clients and financial institutions
• Execute follow up actions on clients' financial transactions to confirm accuracy
• Maintain compliant documentation on clients' records
• Interact with clients in the office as advisors are scheduled with them
• Maintain office schedule for 3 advisors and 4 administrative team members
• Provide proactive communication to participants.
• Perform other duties as assigned

What Skills You Will Use:

• Financial experience in related fields (insurance, or finance, or banking, or tax prep) is required.
• Series 6, 63, 65, life and health insurance licenses are nice to have but not required.
• Excellent communication and presentation skills.
• Motivation to work independently.

Pay:

$31.00 - $39.00 per hour

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off Professional development assistance

Work Location:

In person