Administrative Specialist

Premier Planning Professionals is seeking a highly organized and proactive Administrative Specialist to join our fast-growing financial services firm. This full-time, in-office position is based in our dynamic and expanding practice, currently managing $13 million in assets, with plans for significant growth across multiple states. This role is critical to the firm’s success and offers the potential to advance into an Operations Manager or Office Manager position as the business scales.

Why You Should Join Us:

• Be a key part of a growing financial services firm with national expansion goals.
• Gain hands-on experience in financial operations, client service, and business administration.
• Work closely with a supportive advisor, with opportunities for professional development and increased responsibilities.

Key Responsibilities:

Client Servicing & Administrative Support:

• Facilitate client onboarding, account setup, and documentation processing with precision.
• Handle client distributions, account updates, and service requests efficiently.
• Serve as a primary point of contact for clients, ensuring their inquiries are addressed promptly and professionally.
• Maintain accurate client records, CRM data, and documentation to ensure compliance.

Scheduling & Business Operations:

• Manage the advisor’s calendar, coordinate appointments, and schedule client meetings.
• Organize seminars, workshops, and lead distribution activities to support business growth.
• Oversee agent contracting and assist with licensing and onboarding of downline advisors.
• Manage office operations, including vendor relationships, supply orders, and office organization.

Sales & Marketing Support:

• Assist with email campaigns, client communications, and follow-ups.
• Track leads, referrals, and monitor marketing campaign effectiveness.
• Support outreach initiatives, networking events, and marketing projects.
• Maintain and update the client and prospect database for accurate reporting.

Future Growth & Leadership Potential:

• Opportunity to grow into an Operations Manager or Office Manager role as the firm expands.
• Gain insight into every aspect of the business, positioning yourself as a strategic team member.
• Potential for increased leadership responsibilities and process improvement initiatives.
• Possibility of obtaining a securities license in the future to expand client servicing capabilities.

Qualifications:

Required:

• Administrative experience within financial services, insurance, or a similar professional setting.
• Exceptional organizational skills and attention to detail.
• Strong customer service and communication abilities.
• Ability to work independently while effectively collaborating with the advisor and clients.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems.
• Adaptability and willingness to handle diverse administrative and operational responsibilities.

Preferred:

• Experience in financial planning, insurance, or investment advisory industries.
• Familiarity with DocuSign, scheduling platforms, and lead tracking systems.
• Background in client servicing, compliance, or operations management.
• Interest in advancing into a leadership role as the firm grows.

About Premier Planning Professionals:

Premier Planning Professionals is a rapidly growing financial services firm dedicated to helping clients achieve their financial goals through comprehensive planning and investment services. With $13 million in assets under management and ambitious plans for multi-state expansion, we pride ourselves on operational excellence, elite client service, and a forward-thinking approach to growth.

If you are a motivated administrative professional seeking a long-term career with growth potential, we invite you to apply and become an integral part of our exciting journey toward national expansion!

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $50,000 - $65,000