Administrative Support Associate

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Administrative Support Associate

By Mike Tobash

10/3/2024

Key Areas of Focus: Financial Advisor, Group Retirement & Business Insurance Support

Location: Cressona, Pa

Position Type: Full-time

About Us: Dynamic retirement planning and asset protection firm dedicated to helping clients achieve their financial goals. We provide personalized financial advice and strategies to help individuals and businesses plan for a secure future.

Job Summary: The Support Staff role is essential in ensuring the smooth operation of our advisory and insurance team. The ideal candidate will assist advisors and producers with administrative tasks, client communication, and the preparation of financial documents. This role requires strong organizational skills, attention to detail, and a customer-focused mindset.

Key Responsibilities:

• Client Interaction: Act as the first point of contact for clients, answering queries, scheduling appointments, and providing exceptional customer service.

• Administrative Support: Assist financial advisors in day-to-day operations, including data entry, and maintaining client records.

• Document Preparation: Compile and organize cover letters, applications,illustrations and quotations for submission, underwriting approval and issuance.

• Compliance Assistance: Help ensure all advisory activities comply with regulatory requirements, including maintaining up-to-date client files and documentation.

• Meeting Coordination: Schedule and organize client meetings, including preparing necessary documentation and following up on action items.

• Office Management: Maintain office supplies, manage mail, and handle other general office duties as needed.

Education: High school diploma or equivalent required; an associate's or bachelor's degree in finance, business, or a related field is a plus.

Experience: Prior experience in a support role, preferably in a financial services environment, is preferred. Skills: Strong organizational and multitasking abilities. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).Ability to handle confidential information with discretion. Familiarity with financial planning software is an advantage.

Personal Attributes:

Detail-oriented with a high level of accuracy. Proactive and able to work independently as well as part of a team. Strong customer service orientation. Positive attitude and a willingness to learn.

Benefits:

Competitive salary Health and dental insurance Retirement plan options Paid time off Opportunities for professional development and career advancement

How to Apply: Interested candidates should submit their resume and a cover letter explaining their interest in the role to Michael Tobash, miket@tobashins.com mobile contact 570-617-9660

Licensure & Designations: The position offers opportunity for advancement in the financial services industry including support in licensure and industry designations including; Life and Health, Series 6 & 63 licenses as well as Retirement Income Certified Professional & Wealth Management Certified Professional designations