What are the responsibilities and job description for the Administrative Assistant position at Retirement Income Planning llc?
The Firm: Retirement Income Planning llc is a full-service financial services firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and excellent client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.
I. Prerequisites: A background in office administration
A clean personal background check
A professional demeanor and appearance
II. Reporting: Position reports directly to the firm’s president
III. Skill Set – This position requires the following skill set:
1) Minimum 2 years experience and knowledge of office administration (financial services, either insurance or securities, would be helpful)
2) Organizational and process skills
3) Excellent typing skills
4) Strong competency in written and verbal communication
5) Strong attention to detail, accuracy, correct grammar, and spelling
6) Complete work on a timely basis
7) Ability to work as a team member
8) Proficiency in Microsoft Office
9) Proficiency in the use of a CRM system
10) Strong interpersonal skills with clients and team members
IV. Work Responsibility – The responsibilities of the position include the following:
1) Case management of new client applications and fund transfers
2) Assist the president with correspondence and travel arrangements
3) Maintaining client files
4) Supporting the firm’s operations
5) Provide customer support to clients and prospects
6) Assist team members with preparation for events
7) Maintain efficient and accurate records and files
V. Pay: Commensurate with experience.
VI. Benefits:
Retirement savings plan with employer match
Paid Vacation
Health Insurance
VII. Hours:
40 hours per week (8:00am-4:30pm Mon-Fri)
Occasionally will need to work hours outside of that timeframe for special events, including two nights per month off-site
VIII. Requirements:
1) References and current resume
2) A background in office administration
3) Willingness to sign a confidentiality agreement
4) Professional attitude and demeanor
Website: retirementincomeplanningllc.com
Job Type: Full-time
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to Commute:
- Madison, WI 53718 (Required)
Work Location: In person