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Part-Time Administrative Assistant
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Whitehouse Retirement Solutions
Remote
$46,800 Salary, Part-Time
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Job Description
Who We Are Whitehouse Retirement Solutions is a privately owned financial services firm in Hyrum, UT. Our vision is to empower individuals and organizations to secure lasting financial peace of mind by delivering innovative, transparent, and reliable annuity solutions that grow with their needs and stand the test of time. We are currently seeking a detail-oriented and organized part-time (15 - 20 hours/week) Administrative Assistant to support our team and ensure efficient operations of our office. This is an excellent opportunity for someone looking to grow into financial services, wealth management, or financial planning while working in a primarily remote 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 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 We Are Looking For Proficiency with Microsoft Office Suite, Including Excel (Required) Prior Administrative Experience (Required) Clear and Professional Communication (Verbal and Written) Strong Attention to Detail and Organizational Skills Ability to Learn and Adapt to