Office Administrator - #250775

Williamson, Inc.

Date: 17 hours ago

City: Franklin, TN

Contract type: Full time

It is time to explore new challenges in your career. Retirement Solutions Group is an independent, privately-owned financial services company in Franklin, TN. We are looking to add a full-time Office Administrator to our team.

Our Investments In You

401(k) Plan & Match
Paid Time Off
Sick Time
Paid Holidays
NO group health insurance offered

The Expertise We’re Looking For

Prior Administrative Experience (Required)
Proficiency with Microsoft Office suite, including Excel (Required)
High school degree (Required)
Prior Experience Working in Financial Advisory Industry (Preferred) Key Traits of a Successful Office Administrator:
Able to communicate verbally and in writing
Able to learn and adapt to changes
Able to bring a positive, friendly, and pleasant attitude
Able to be proactive, problem-solve, and exercise independent judgement What You Will Be Responsible For:
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
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Updating client account portals quarterly with necessary documents
Participate in client relation efforts as needed
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
Prepare for and attend workshops which are held off-site in the evenings
All other duties as assigned

Pay: $60,000 + bonus potential

Check out our website at www.RSGTN.com

If you feel like we would be a good fit for one another, apply now!

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