Administrative Assistant

It is time to explore new challenges in your career. Retirement Resource is an independent, privately-owned, financial services company in West Fargo, ND. We are looking to add an administrative assistant to our team.

Our Investments in You:

·       PTO

·       Simple IRA Retirement Plan

·       Paid Holidays including Birthday

The Expertise We’re Looking For:

·       Prior Reception/Administrative Experience (Required)

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

·       High school degree (Required)

·       Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

·       Able to communicate verbally and in writing

·       Able to learn and adapt to changes

·       Strong Attention to Detail

What You Will Be Responsible For:

·       Assemble meeting preparation documents pertaining to the client/prospect, client review, trust and policy deliveries including, but not limited to, presentations, plan illustrations, wealth accumulation calculations, marketing material, insurance applications, policy delivery documents, risk analysis questionnaires, etc.

·       Serve visitors by greeting, welcoming, directing and announcing them appropriately

·       Answer incoming calls

·       Transfer all calls to the appropriate personnel

·       Check night messages first thing every morning & update night messages as needed (holidays, etc.)

·       Maintain security by following procedures and controlling access

·       Onboard new prospects and potential prospects from 3rd party marketing vendor into CRM system

·       Upload client documents into CRM system for review

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

·       Follow up with the client and Financial Advisor(s) during the entire sales cycle. Including but not limited to, meeting follow up emails and phone correspondence, process documentation, etc.

·       Build strong, meaningful relationships with clients

·       Send out birthday and anniversary recognitions to clients

·       Maintain and organize office files and documentation

·       Pending Business, tracking, managing, following up

·       Applications

·       All other duties as assigned

Pay: $18-20/hr DOE

Check out our website: https://www.retirementresourcend.com

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