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
