What are the responsibilities and job description for the Office Manager/Administrative Assistant position at ABMM Financial?
Work in a fast paced and challenging office environment to assist a financial advisor with increasing revenues and assets under management.
Primary responsibilities include but not limited to:
1. Develop efficient office administration processes and procedures.
· Analyze and improve existing workflows to maximize efficiency
· Manage CRM system to maintain and organize office files and documentation
· Communicate with clients and prospects to set and confirm appointments
· Assemble meeting preparation documents pertaining to the client/prospect
· Assist in completing new broker dealer account paperwork and annuity and life insurance applications
· Process new business applications with detail and accuracy and submit to appropriate platforms and carriers
· Track application process and new account set up
· Maintain books and records requirements set forth by the broker dealer
2. Increase revenues with existing clients and expansion of client base.
· Manage marketing efforts to existing and prospective clients with coordination and execution of marketing campaigns and events
· Set and confirm marketing events on behalf of financial advisor
· Work with vendors to support marketing events
· Track prospect-to-client process
· Manage pro active reach outs to client and prospects
Requirements:
· Proficient in Microsoft Office – Word, Excel
· Working knowledge of CRM systems
· 2-3 Years Financial Services Experience
· Willing to take securities exams (series 7/6 and 65) if requested
· Work from home with ability to go to office upon request
Pay: $20.00 - $25.00 per hour
Work Location: Hybrid remote in Bordentown, NJ 08505
Salary : $20 - $25