$25 - 30 hourly
Number of Applicants
:000+
It is time to explore new challenges in your career. JOST Financial is an independent, privately-owned, financial services company in Watchung, NJ. We are looking to add a part-time (20 hrs/wk) administrative assistant to our team.
Schedule: 20hrs/wk; M-F or M-R 10am-2pm or 11am-3pm; occasional evenings and weekends required to assist with client appointments and financial seminars (minimum of two week notice for evening and weekend work)
The Expertise We’re Looking For:
· Prior Administrative Experience (Required)
· Proficiency with Microsoft Office suite, including Excel (Required)
· Notary or willingness to become a notary with costs paid for becoming one (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
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
· 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: $25-30/hr
Check out our website: https://www.jostfinancial.com/ Find us on: Facebook & FOX 28
If you feel like we would be a good fit for each other, apply now!
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