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Administrative Assistant

Cincinnati, OH 45202

Posted: 02/08/2023 Employment Type: Contract To Hire Industry: Administrative Job Number: 10369 Pay Rate: 19.23

Job Description

Administrative Assistant
Looking for an experienced administrative professional to serve as the right hand to the Director and four Advisors!

Why you should work here:
  • Key role to the company!
  • Free parking
  • Great Culture
  • Benefits on day one
Responsibilities include:
  • Support the financial advisors with the insurance and annuity side as determined.
  • Prepares client paperwork and assists the financial advisors with presentation materials and signatures.
  • Manages the insurance process by obtaining quotes, creating illustrations, and working with BGAs and IMOs.
  • Assist in maintaining advisor’s appointment schedule by planning and scheduling meetings, conferences and travel.
  • Greeting and welcoming clients and other guests, answering phone and responding to emails
  • Ensuring office, copy room, and conference room are in order
  • Opening company mail and delivering to appropriate associates
  • Processing client checks or stock certificates for proper blotter documentation and investment.
  • Follows up on client issues and communicates on a timely basis.
  • Serve as back up to the CSA - Investments as needed when they are out of the office or unavailable.
  • Handle additional client service needs as requested by others. Document in Redtail.
  • Serve as back up to other team members as needed when others are out of the office or overloaded.
What you need to succeed:
  • Strong organizational skills needed
  • Ability to communicate with the highest level of clientele
  • Excellent writing skills
  • Strong ability to multi-task and prioritize competing demands
  • College degree preferred
  • 2+ years experience with a financial services organization desired
  • Investment and insurance product knowledge preferred
  • An Ohio Life, Accident, and Health (LAH) Insurance license preferred

Meet Your Recruiter

Lauren Carney
Marketing & Operations Specialist

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