Administrative Assistant

It is time to explore new challenges in your career. Maggi Tax Advisory & Financial Group is an independent, privately-owned financial services company in Oldsmar, FL. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

· PTO

· Paid Holidays

· 401(k)

· Career Growth and Professional Development Opportunities

The Expertise We’re Looking For:

· Prior Administrative Experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Prior Experience Working in Financial Advisory Industry (Required)

· Series 65 or Insurance License/Life, Health, and Annuity (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Strong attention to detail

· Able to learn and adapt to changes

What You Will Be Responsible For:

· Set and confirm calendar appointments

· Greet consumers on the phone and in person with a warm and welcoming approach

· Answer incoming calls and transfer all calls to the appropriate personnel

· Communicate with clients on behalf of financial advisor and firm

· Track prospect-to-client process

· Assist with coordination and execution of marketing campaigns and events

· Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)

· Assemble meeting preparation documents pertaining to the client/prospect

· Collect all vital information for all paperwork

· Enter client information into the CRM system

· Assist in completing new account paperwork and annuity and life insurance applications

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Obtain necessary documents and signatures from clients for carrier approval

· Track application process and new account set up

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

Pay: $25/hr

Check us out!

- Website: https://maggitax.com/

- TV & Radio: https://maggitax.com/in-the-media/

- Community Engagement:https://maggitax.com/services/philanthropic-efforts/

If you feel like we would be a good fit for each other, apply now!

Job Type: Full-time

Pay: $25.00 per hour

Benefits:

• 401(k)
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday
• No weekends

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 3 years (Required)
• Financial services Industry: 1 year (Required)

Ability to Commute:

• Oldsmar, FL 34677 (Required)

Ability to Relocate:

• Oldsmar, FL 34677: Relocate before starting work (Required)

Work Location: In person

Salary : $25