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trak group
https://trakcincy.com/wp-content/uploads/2021/08/trak_logo.png
https://www.thetrakgroup.com
https://www.thetrakgroup.com
USD
19.23
HOUR
true
Administrative Assistant
Cincinnati, OH 45202 US
Posted: 02/08/2023
2023-02-08
2023-04-20
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:
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
- 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.
- 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
