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Part-Time Administrative Assistant
Job
CVS Financial
Remote
$46,800 Salary, Part-Time
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Job Description
Who We Are CVS Financial is a veteran-owned financial services firm based in Bradenton, FL. Our mission is to exceed customers' expectations and secure their future by offering professional advice, education, and value-added service with a personal touch. We are currently seeking a detail-oriented and organized part-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential and a hybrid work environment. What You Will Be Doing 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, including seminars 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 What You Will Bring Prior Administrative Experience (Required) Proficiency with Microsoft Office Suite, Including Excel (Required) High School Degree (Required) Associate or bachelor's degree (Preferred) Prior Experience Working in Financial Advisory Industry (Preferred) Life & Health Insurance Licensure (Preferred & Must Obtain Within 9 Months) Clear and Professional Communication (Verbal and Written) Strong Attention to Detail and Organizational Skills Ability to Learn and Adapt to