Financial Administrative Assistant I

Financial Administrative Assistant I Retirement Plan Advisors - 4.5 Saint Peters, MO Job Details Full-time $25 - $31 an hour 1 day ago Benefits 401(k) Paid time off 401(k) matching Professional development assistance Flexible schedule Qualifications Meeting minutes Record keeping Document review (document control) Microsoft Excel Microsoft Outlook Financial transaction processing Phone communication Zoom Administrative experience Salesforce Cloud Bank experience Financial record maintenance CRM system proficiency Appointment scheduling Communication skills Entry level Client interaction via phone calls Full Job Description Retirement Plan Advisors specializes in retirement planning for the hardworking people who make our communities work. We manage 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: a CRM (such as RedTail or SalesForce), Email (such as Outlook) and Meeting Software (such as Zoom and GoToMeeting)
• Use Microsoft Office, Powerpoint and Excel for various document preparation
• Assist with general office tasks such as copying, scanning, mailing, etc.
• Scribing meeting minutes, memos and / or agendas
• 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 4 advisors and 4 administrative team members in on-site and remote locations
• Provide proactive communication to participants

Skills and Education:

• Financial experience in related fields (insurance, finance, banking) strongly preferred
• Excellent communication and presentation skills
• Motivation to work independently
• Service minded personality

Pay:

$25.00 - $31.00 per hour

Benefits:

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

Work Location:

In person