Administrative Assistant in Miami, Florida

Company: Fontaine Retirement Group

Administrative Assistant



Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, Fontaine Retirement Group in Miami, FL is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The idea candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!



The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!



Minimum Requirements:



  • 4 years of administrative office experience in a faced-paced environment
  • Bachelor’s Degree, preferred
  • Financial industry experience, preferred
  • Advanced skills with MS Office Suite
  • CRM experience



This position requires that you possess the following skills:



  • Ability to prioritize projects and manage time
  • Savvy customer service, to include excellent communication, both verbal and written
  • Strong follow-through
  • Good natured, positive attitude
  • Ability to demonstrate persistence to achieve quality




Responsibilities:


Office Administration and Client Service Work:

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:



  • Answer phones and greet clients in a friendly, positive, and warm manner
  • Be the first point of contact for prospects and clients
  • Maintain office supplies and out-going correspondence
  • Assist clients with issues and concerns
  • Build and improve upon client relationships
  • Database management
  • Set appointments with clients and assist Advisor with calendar management
  • Pre-appointment preparation including compiling account summaries
  • Maintain office filing system, both paper and electronic
  • Record notes form client conversations
  • Assist with various marketing objectives
  • Other industry-specific tasks as needed
  • Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
  • Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.



Salary:


$50,000 - $55,000/Year




Benefits:


  • Health Insurance Stipend
  • Simple IRA with match
  • PTO


Hours:


  • Monday – Friday 8:30am – 5:00pm
  • Some evening and weekend work is required for client events




Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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