What are the responsibilities and job description for the Investment & Administrative Associate position at BPP Wealth Solutions, LLC?
Job Description: Administrative and Investment Support Assistant
We are seeking a detail-oriented and proactive Administrative and Investment Support Assistant to join our dynamic team. This individual will assist with various administrative, insurance, annuity, and investment-related tasks to ensure smooth operations and exceptional client service. This is an exciting opportunity for someone with a strong organizational skill set and an interest in supporting a team while optimizing efficiency and leveraging technology.
We offer competitive pay, excellent benefits, PTO and a hybrid schedule working from home 3 days a week.
Key Responsibilities:
General Administrative Support:
• Assist in the implementation of firm strategy ‘Security Income Planning®’ and project management.
• Maximize the use of technology to streamline processes.
• Maintain the CRM system (Smart Office) and proactively bring issues to the team for review.
• Ensure coverage and redundancy for all critical processes to maintain smooth workflow.
• Assist with the evaluation of vendors and the development of project plans.
• Collaborate with the team and Office Manager to establish short-term and long-term strategic technology plans.
• Help with event planning and coordination.
• Set up and maintain Sharefile folders.
• Support in-office needs by organizing office supplies, ordering lunch, and setting up for success.
Insurance/Annuity Administration:
• Review annuity and insurance policies on anniversaries.
• Prepare materials for meetings, including creating and reviewing the Insurance Schedule.
• Coordinate Life, Disability, and Long-Term Care planning, proposals, and illustrations with insurance partners.
• Track and manage producer licenses and compliance.
Investment Administration:
• Prepare investment and insurance statements for client meetings.
• Assist clients with account opening and maintenance forms through Charles Schwab.
• Update and maintain annual Required Minimum Distribution (RMD) spreadsheets.
• Coordinate and manage client cash flow needs from investment accounts.
• Send tax statements to accountants for tax preparation.
• Organize and maintain client files (both hard copy and electronic), including scanning and filing documents appropriately.
Ideal Candidate:
• Strong organizational and multitasking skills.
• Proficient in technology and CRM systems (Smart Office experience preferred).
• Strong attention to detail with the ability to manage multiple priorities.
• Excellent communication skills and a team-oriented attitude.
• Experience with insurance, annuity, and investment administration is a plus.
• Ability to work independently and proactively bring issues to the team.
If you are eager to be part of a supportive team and make an impact on the organization’s growth, we would love to hear from you!
To apply, please submit your resume and a brief cover letter explaining why you would be a great fit for this position.
