Financial Services Administrative Associate

HDCI is looking for a dynamic and motivated self-starter to join our expanding team. As a Financial Services Administrative Associate, your role combines administrative responsibilities in retirement plan support, life insurance servicing and marketing initiatives. This position offers an opportunity with a multigenerational wealth management firm specializing in financial planning for high-income families and businesses. Experience with life insurance is a huge plus but not required. Assist & learning about life insurance as it is used in part of a comprehensive financial plan. Opportunity to learn the financial services business.

Key responsibilities:

Retirement Plan Support:

·      Assist the retirement plan specialist with various support tasks.

·      Communicate with participants of company-sponsored retirement plans.

·      Handle administrative follow-ups and other support aspects.

·      Training will be provided.

Life Insurance Administration:

·      Process new life insurance applications and provide ongoing client service centered around the insurance side of our business.

·      Collaboration as part of the financial planning processes, learning the different approaches to life insurance and how we utilize it in comprehensive wealth management.

·      Experience with life insurance is a huge plus and would warrant the higher end of the salary range.

·      Training will be provided.

Marketing Initiatives:

·      Promote HDCI's ideas and brand through social media and contacts.

·      Develop new touchpoints and create graphic designs for presentations.

·      Assist in developing and executing marketing campaigns for financial processes and services.

·      Organize and manage the annual client event schedule.

·      This position requires a blend of creativity and analytical skills to effectively. communicate our brand message and engage with clients, prospects and centers of influence.

Qualifications:

• College degree required
• Marketing background preferred but not required
• Strong verbal and written communication skills
• Blend of creativity and analytical skills
• Proactive approach to problem-solving
• Ability to work independently and as part of a team
• Experience and/or knowledge of life insurance is highly valued

Additional Benefits:

PTO, Summer Fridays, Medical Insurance subsidy