What are the responsibilities and job description for the Administrative Assistant position at Magellan Financial & Insurance Services, Inc.?
Administrative Assistant – Join a Growing Financial Firm in Cookeville, TN!
Are you a detail-oriented, organized, and proactive professional looking for an opportunity to be at the heart of a growing financial firm? Personalized Retirement Solutions, led by Aaron Wright, is seeking a motivated Administrative Assistant to help streamline operations and enhance client service.
Compensation & Perks: Base Salary - $40,000 per year Bonuses!
What You’ll Do:
Client Management – Maintain and organize client records in RedTail CRM to ensure seamless service.
Client Service & Communication – Answer phone calls, assist clients, and provide outstanding customer support.
Seminar Support – Help book, coordinate, and support retirement planning seminars to engage new clients.
Office Administration – Handle reception duties, maintain schedules, and ensure smooth daily operations.
What We’re Looking For:
Strong organizational skills – You keep things running smoothly and pay attention to the details.
Excellent communication – Whether it’s answering calls or assisting clients, you have a professional and friendly demeanor.
Tech-savvy – Experience with RedTail CRM is a plus, but we’re happy to train the right person.
Financial industry experience is a bonus – A life insurance license is helpful, but not required.
Schedule: Monday – Friday, 8:00 AM – 4:00 PM (work-life balance matters here!).
Immediate Start Needed – We just moved into our new office and are ready for you to jump in and make an impact right away!
Why Join Us?
At Personalized Retirement Solutions, we are passionate about helping individuals secure their financial future. As our first administrative hire, you’ll play a key role in building our operational foundation, growing alongside us in a fast-moving and supportive environment.
If you’re ready to take on a dynamic role and be part of a firm that values your skills and dedication, apply today! We’re moving fast, and we’d love to have you on board as soon as possible!
Salary : $40,000
