Demo

Administrative Assistant

Magellan Financial & Insurance Services, Inc.
Waterford, CT Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/29/2025

Make an Impact:

Premier Planning Professionals Seeks a Top-Notch Administrative Assistant.

Discover a Dynamic Role

At Premier Planning Professionals, we're more than just a financial practice—we're a powerhouse driving excellence in client service and team collaboration. We're seeking an exceptional Administrative Assistant to play a pivotal role in supporting Premier Planning Professionals, where your skills will directly contribute to the growth of the firm.

Key Responsibilities

  • Champion Client Onboarding: Create a seamless, welcoming experience for new clients from day one.
  • Master Document & Contract Coordination: Organize, schedule, and manage essential documents with precision.
  • Elevate Client Service: Provide top-tier phone support and ensure every client interaction reflects our commitment to excellence.
  • Empower Team Operations: Offer critical administrative support that enhances the efficiency of our team.

Who We're Looking For

  • Organizational Maestro: Exceptional ability to manage multiple tasks simultaneously, maintain meticulous attention to detail, and prioritize effectively.
  • Adaptable & Proactive: A self-motivated, forward-thinking individual who can anticipate needs and thrive in dynamic environments.
  • Effective Communicator: Excellent written and verbal communication skills that ensure clear interactions with colleagues, clients, etc.

If you're a proactive, detail-driven professional ready to thrive in a dynamic financial environment, we'd love to hear from you. Elevate your career by joining Premier Planning Professionals—where your talents make a real difference.

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