What are the responsibilities and job description for the Office Administrator position at Williamson, Inc.?
It is time to explore new challenges in your career. Retirement Solutions Group is an independent, privately-owned financial services company in Franklin, TN. We are looking to add a full-time Office Administrator to our team.
Our Investments In You
Check out our website at www.RSGTN.com
If you feel like we would be a good fit for one another, apply now!
Our Investments In You
- 401(k) Plan & Match
- Paid Time Off
- Sick Time
- Paid Holidays
- NO group health insurance offered
- Prior 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 Office Administrator:
- Able to communicate verbally and in writing
- Able to learn and adapt to changes
- Able to bring a positive, friendly, and pleasant attitude
- Able to be proactive, problem-solve, and exercise independent judgement 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
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter client information into the CRM system
- Updating client account portals quarterly with necessary documents
- Participate in client relation efforts as needed
- 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
- Prepare for and attend workshops which are held off-site in the evenings
- All other duties as assigned
Check out our website at www.RSGTN.com
If you feel like we would be a good fit for one another, apply now!
Salary : $60,000
