What are the responsibilities and job description for the Financial Administrative Associate Trainee position at The Retirement Optimization Group?
Job Description
The Financial Administrative Assistant enhances the client experience by delivering exceptional service, supporting branch operations, and providing administrative and operational support to Financial Advisors.
This is an entry-level professional role with room for growth within the firm, ideal for candidates early in their careers. This role requires a strong understanding of firm policies, procedures, and digital capabilities to effectively support advisor teams and interact with both new and existing clients. The ideal candidate is organized, professional, detail-oriented, and capable of managing multiple responsibilities in a fast-paced office environment.
Recent college graduates are encouraged to apply.
Duties and Responsibilities
Perform general administrative duties, including answering phones, preparing conference rooms, and organizing meeting materials
Prepare, print, and organize client meeting documents and internal reports
Support Financial Advisors by assisting with client relationship management and administrative tasks
Assist with account opening documentation and related paperwork
Maintain accurate client records and internal documentation
Help Financial Advisors stay on track toward monthly business goals
Participate in client account review meetings and face-to-face client service meetings as needed
Provide consistent, professional client service both in person and over the phone
Education, Experience, Knowledge, and SkillsEducation & Experience
Required: Four-year college degree in Finance, Marketing, Accounting, or Mathematics
One year of related experience in a financial office or administrative role preferred
Knowledge & Skills
Highly detail-oriented with strong organizational and time management skills
Exceptional written and verbal communication abilities
Strong interpersonal and client service skills
Proficient with Microsoft Office, including Word and spreadsheet applications
Ability to multitask, prioritize responsibilities, and meet deadlines
Comfortable working independently while contributing to a close-knit team
Adaptable and able to thrive in a fast-paced, evolving environment
What We Offer
Competitive salary based on experience
Professional, structured office environment
Hands-on training and exposure to financial services operations
Clear opportunity for long-term growth and advancement within the firm
Direct collaboration with experienced Financial Advisors
Schedule
Monday–Friday
7:00 AM – 4:30 PM
In-office position
How to Apply
Submit your resume through really. Qualified candidates will be contacted for an interview.
Job Type: Full-time
Pay: $40,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Work Location: In person
Salary : $40,000 - $52,000