What are the responsibilities and job description for the Administrative Professional position at Commonwealth Financial Group?
A rapidly growing financial services firm is looking for a qualified Administrative Professional candidate interested in pursuing an eventual role as a Practice Manager for a Financial Planning practice. This individual will be responsible for the day-to-day administrative tasks necessary to support a financial planning practice.
Key areas of responsibility
- Manage calendar and email
- Onboard new clients and manage the on-going client relationship
- Execute and monitor the client service model
- Oversee the processing of new business and client service requests
- Manage the client relationship database and client files
- Communicate with insurance and asset management companies
- Implement marketing initiatives
- Special Projects and other job duties as necessary
Qualifications
- Associates or Bachelor's Degree preferred
- 2 years of relevant industry experience
- Proficient with MS Office (Outlook, Teams, OneNote, Word, Excel, PowerPoint)
- Excellent organizational skills and attention to detail
- Effective written, verbal and interpersonal skills
- Ability to work in a team environment with a positive attitude
- Strong sense of customer service
- Professionalism, especially in fast-paced situations
- Ability to maintain the highest level of discretion and privacy
Benefits
Full-time employees are eligible for the benefits including PTO, Health, Dental, Vision, sick leave, parental leave, company holidays, 401(k) plan, and more. A summary of company benefits can be provided as needed or as candidates near a formal offer.
Equal employment opportunity
Our financial planning practice is an equal opportunity employer and values diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Hiring Alert
We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.
Job Type: Full-time
Pay: $50,000.00 - $59,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
Application Question(s):
- What aspects of the role most align with your skills and experience?
- Describe your experiences working in a team environment.
- What about this role particularly interests you?
Education:
- Associate (Preferred)
Experience:
- Administrative Assistant: 2 years (Preferred)
- financial industry: 2 years (Preferred)
- Microsoft Office: 3 years (Preferred)
- Customer service: 2 years (Preferred)
- Professionalism: 1 year (Preferred)
- Teamwork: 2 years (Preferred)
Ability to Commute:
- Burlington, VT 05401 (Required)
Ability to Relocate:
- Burlington, VT 05401: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $59,000
