Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company?
A.
Roberts and Associates, a top-notch financial services firm with a thriving office in Louisville KY, has an opening for a full-time Administrative Assistant to the President
– and this is far more than just another job opportunity When it comes to choosing your next opportunity, you may be wondering what to expect.
If you join our team, we provide: Paid vacation and holidays Simple retirement plan with a 3% match Health insurance Professional growth and development opportunities Now, you’re probably wondering a little more about what we need, so here it is: Previous administrative experience (Required) Prior experiences in the financial services industry (Preferred) High School Diploma (Required) Bachelor’s Degree in Business Administration, Finance or similar (Preferred) Strong communication and organizations skills Want some more specifics?
If you join the A.
Roberts team, here’s what you’ll be doing: Collect all vital information for all paperwork Collect all needed transfer forms Set and confirm calendar appointments Assist in completing new account paperwork and annuity and life insurance applications Follow-up with insurance companies and Gradient new business 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 Greet consumers on the phone and in person with a warm, welcoming approach Track prospect-to-client process Work with the President throughout the marketing process to ensure compliance and approval for all consumer-facing components Assemble meeting preparation documents pertaining to clients/prospect meetings Perform clerical duties such as filing, photocopying, collating, etc.
Maintain and organize office files and documentation All other duties as assigned Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you.
Reach out to us ASAP because you just might be exactly who we’re looking for