Office Administrator Job at Insight Global, Tallahassee, FL

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  • Insight Global
  • Tallahassee, FL

Job Description

Insight Global is partnering with a financial & retirement planning services company, with a focus on educating and providing independent financial advice with the outcome of creating legacy. This administrative & marketing focused assistant would provide daily workflow support to the staff and to its clients.

The onsite assistant will be responsible for providing excellent service support, follow-through and deliver an exceptional client experience. The ideal candidate would be someone who has earned securities licenses, with sometime spent in support.

Day to Day:

-Courteously and professionally answer and problem solve both office and client related issues.

-Assist with the scheduling and confirming of appointments, meetings and phone calls with current and prospective clients.

-Assist with the management of in-house staff calendars and schedules using Outlook and Redtail (CRM).

-Manage routine filing, copying, processing and maintain the repository for all client paperwork.

-Prepare new business accurately and timely processing forms, collection of support documentation and securing of required electronic or wet signatures needed for the establishment of accounts and services.

-Able to generate written and electronic correspondence and knowledgeable of compliance details with broker/dealer regulations.

-Maintenance of logs for incoming securities checks and submission of materials for advertising review.

Skills and Experience:

  • Associate or bachelor’s degree
  • Financial Services industry experience or supporting a technology organization
  • Ability to prioritize and work efficiently in a fast-paced environment
  • Interact well with peers, senior managers, and other staff in the department
  • Excellent organizational skills and service-oriented
  • Superior writing and editing ability
  • Excellent oral and written communication skills
  • Must be proactive in meeting and exceeding needs of leader and handle confidential information
  • Ability to meet deadlines and multi-task in a fast-paced environment

Compensation:

$50k. Exact compensation may vary based on several factors, including skills, experience, and education.

Job Tags

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