Bannon & Company, LLC: A financial planning and investment firm

Seeking Position of: Administrative Assistant/Office Manager

Summary of responsibilities

This position is responsible for managing workflow through the office and ensuring that all tasks are completed in a timely manner. This position is also responsible for the administrative logistics that keep the office running efficiently.

Principal responsibilities

• Serve as right hand to advisor and provide total office coverage to maintain overall forward direction of firm.
• Answer phones, make outgoing calls and handle all client service issues within capacity.
• Help prepare for client meetings. Follow up on action steps resulting from meetings, track pending paperwork and proactively keep advisor aware of unresolved tasks.
• Use excellent customer service skills to establish and maintain solid working relationships with clients. Provide ongoing support and service as appropriate.
• Draft letters, emails and reports, as directed by advisor. Prepare and send outgoing mail.
• Use back office services and CRM system to help schedule client meetings and enter client information.
• Regularly review back office news items, technology updates, and e-mail communications. Report pertinent information back to advisor.
• Track and order office supplies and materials.
• Make suggestions to systematize and improve office functions.
• Assist advisor with marketing efforts, such as following up with referrals and drip emailing and calling programs for prospects and clients.
• Spearhead special projects, such as creating/updating a company website.

Required knowledge/skills/competencies

• Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
• Ability to maintain attention to detail as well as to view details in the overall context of the client’s circumstances. Sufficient patience and ability to proactively relate to client needs.
• Strong organizational and interpersonal skills including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.)
• Ability to use multiple technology platforms. Proficiency in MS Office Suite (e.g., Word, Excel).
• Familiarity with basic marketing concepts and practices.
• Willingness to learn about planning, investing and banking cash flow systems.
• Helpful: 5 years of financial advisory administrative experience. Securities industry licenses.

Bannon & Company is an independent investment management and financial planning firm that provides high-net-worth entrepreneurs, business owners, and financially secure seniors with powerful financial solutions in a hands-on manner. We actively manage investment accounts and provide targeted financial planning services to solve sophisticated problems. Our operational and service approach is second-to-none while we care for clients by always following through and leaving no stone unturned.

Bannon & Company, LLC offers paid vacation and sick/personal days, a retirement plan with a company match, and access to health, dental, life and disability insurance plans.

Job Type: Full-time (35 – 40 hours)

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Experience:

• financial services: 5 years (Preferred)

Ability to Relocate:

• Farmington, CT 06032: Relocate before starting work (Required)

Work Location: In person