Administrative Assistant Jobs

Duties and – Assistant to Michael Gorin and Jacob Martin

The Administrative Assistant will manage the day-to-day operations as assigned, while organizing and maintaining files and tasks. The ideal candidate will be resourceful, proactive, able to work both individually and with a team, and possess flexibility and patience on ongoing industry procedure changes. The full-time role is 40 hours a week, with at least 3 days/week in the office.

Key Skills:

• Verbal and written communication skills (including telephone etiquette, proper spelling and grammar)
• Ability to multi-task and prioritize key items
• Attention to detail
• General Microsoft office skills with ability to learn proprietary software programs
• Organization and planning skills

Responsibilities

• Investment applications and insurance applications completed within 3 business days of assignment. Owning and organizing the processes involved in each and following up in a timely manner as business coordinators need additional requirements.
• Assist with seminar and event planning
• Assist with financial planning entry and client portal logins
• Preparing marketing materials for presentations and meetings
• Prior experience with database management is preferred but not required
• Manage and update databases with notes, information, events and client changes
• Corresponding with back office support and problem solving for any “snags” in processing. Following up on case tracking to make sure necessary updates are being made
• Communicate and proactively follow up with clients as needed to get outstanding requirements and schedule meetings.

Previous administrative experience is preferred but not required. Applicants interested should send their resume and cover letter to Michael Gorin at [email protected]