Financial Services Office Administrator

AP Professionals
January 9, 2019
Job Type


Excellent opportunity! Permanent position with competitive salary and great location. Small financial services firm is seeking a seasoned, experienced administrative professional to support the team. This is an extremely busy office with a lot of moving parts! Duties will include (but not be limited to):

  • Process life insurance applications
  • Set up applications in system, scan in reports
  • Prepare executive staff for meetings - gather information, prep materials, handle scheduling/coordination, set reminders, etc
  • Take care of current client requests via phone and email
  • Use system fluently to update information, enter client info, etc
  • Handle compliance issues
  • Back up to other administrative support including answering phones, distributing mail, and calendar maintenance
  • Administrative duties as assigned

All applicants MUST have experience working as an Administrative/Client Service Support professional in the finance industry. The ideal candidate will have experience working in a financial services related business and have licensing. This is not a sales position, but licensing may be helpful!

An extremely high level of professionalism is required. A very high attention to detail and strong technical abilities a must. Excellent computer skills necessary. This position requires a "white glove customer service" attitude.

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