Access to The American College of Finance for continuing education

Office Administrative Assistant & Representative Support Associate

Reception

 Complete opening/closing procedures

 Greet clients as they enter the office

o Notify representative of their arrival

o Provide with refreshments as requested

 Answer primary phone line, forwarding call to appropriate representative and/or forward

message to representative

Benefits:

 Paid Time Off

 Medical/Dental/Vision benefits available

 Matching retirement contributions

 Employer paid group insurance

o 1x Salary LI

o 60% LTD

 Maintain stock of office supplies, break room refreshments, etc.

 Process daily incoming/outgoing mail, checks, policies, etc.

 Manage in-suite conference room reservations

 Submit & manage building service requests

Representative Support Associate

 Client management

o Creating/updating client records and files

o Processing client contact & demographic information changes

 Processing case documentation as received from Representatives

o Create draft of financial plan

o Ensure representative has thoroughly documented client interactions

o Pre-fill and send applications

o Submit paramedical requests

o Draft correspondence letters

 Case Prep

o Prepare required documents for client meetings

o Correspond with our home office resources to confirm required action steps, etc.

Expectations/Job Requirements

 Pass an SEC background check and fingerprinting

 Obtain Life & Health Insurance license within first 3 months (Employer paid training and

testing)

 Obtain Securities license within first 15 months (Employer paid training and testing)

Job Type: Full-time

Pay: $45,000.00 - $48,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Springfield, MA: Relocate before starting work (Required)

Work Location: In person