Administrative Assistant

Magellan Financial and Insurance Services
US - Texas - League City
November 8, 2024
Administration

At Impact! Partners Financial, our mission is to empower individuals to achieve lasting financial stability and success.
Located in the vibrant community of League City, TX, we are an independent firm specializing in retirement planning and wealth management, with a strong focus on guiding clients toward a secure and worry-free retirement.
Supported by a dedicated team of professionals, we offer a wide range of services, including financial planning, retirement income strategies, wealth management, annuities, life insurance, and long-term care solutions.

We are currently seeking an Administrative Assistant to provide vital support to our team.
In this role, you will engage professionally with management and clients, communicate effectively with customers, vendors, and visitors, and manage confidential information with accuracy and discretion.

The ideal candidate will be highly organized, skilled at managing schedules, and comfortable responding to emails on behalf of the executive, ensuring the smooth and efficient operation of the office.

Salary Range:
$40,000 -$45,000

Key Responsibilities:

Assist Advisors with opening new accounts and completing required documentation for clients.
Follow up with clients to ensure all action items are completed in a timely manner.
Manage new annuity applications and facilitate account openings through Fidelity and Schwab.
Organize and maintain accurate client records, including trade-related documents and financial applications.
Perform client service-related requests such as check processing, address changes, and wire transfers.
Provide reports and relevant information to Advisors upon request.
Identify and escalate any concerns or unusual client activity to the Financial Advisor or Branch Manager.
Support the administrative needs of the office, including answering phones, processing mailings, and filing documents.

Qualifications:

Knowledge of administrative processes, including file management and office procedures.
Basic understanding of the investment brokerage industry and familiarity with regulatory compliance.
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Strong time management skills with the ability to prioritize tasks and meet deadlines.
Excellent communication and interpersonal skills, with a customer-first mindset.

Why Impact! Partners Financial?

At Impact! Partners Financial, we're more than just a companywe're a family.
Our team is united by a shared goal of helping individuals and families achieve financial independence.
As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.

Read the full job description and apply online on the recuiter's web-site

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