What are the responsibilities and job description for the Administrative Assistant - PART-TIME position at MJM & Associates?
Job Description
MJM & Associates is a small local CPA firm and Financial Advisory located in St. Paul, MN. Our goal at MJM & Associates is to help our clients realize their financial dreams by offering solutions through an open and transparent process utilizing both financial and insurance solutions to potentially achieve financial independence.
We are currently seeking a detail-oriented and organized part-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, service-driven environment with growth potential.
Responsibilities/Daily Tasks
- Set and confirm calendar appointments
- Greet consumers on the phone and in person with a warm and welcoming approach
- Answer incoming calls and transfer all calls to the appropriate personnel
- Communicate with clients on behalf of financial advisor and firm
- Track prospect-to-client process
- Assist with coordination and execution of marketing campaigns and events
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter client information into the CRM system
- Assist in completing new account paperwork and annuity and life insurance applications
- 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 and new account set up
- Perform other clerical duties such as filing, photocopying, collating, faxing etc.
- Maintain and organize office files and documentation
- All other duties as assigned
Qualifications
- Prior Administrative Experience (Required)
- Proficiency with Microsoft Office suite, including Excel (Required)
- High school degree (Required)
- Prior Experience Working in Financial Advisory Industry (Preferred)
- Clear and professional communication skills (verbal and written)
- Strong attention to detail
- Ability to learn and adapt to changes
Our Investments in You
- Pay: $22 - $24/hr
- PTO
Check Us Out & Apply Today!
- Website: www.mjmassociatesmoney.com
Job Type: Part-time
Pay: $22.00 - $24.00 per hour
Benefits:
- Paid time off
Application Question(s):
- Are you willing to complete a background check?
Experience:
- Administrative: 5 years (Required)
Ability to Commute:
- Saint Paul, MN 55113 (Required)
Work Location: In person
Salary : $22 - $24