Administrative Specialist
📋 Role Overview & Responsibilities
Become a part of the dynamic team at The Advisory Group, a well-established firm known for its strong foundation. As a respected independent entity, we take pride in our extensive experience in wealth management and developing successful retirement strategies. At The Advisory Group, our goal is to empower our clients by equipping them with the necessary knowledge and tools to make informed and strategic financial decisions.
Position: Administrative Coordinator
Salary: $37,000-$40,000 (90 and 60 day raise incentives, quarterly bonuses)
Role Summary:We are actively looking for an Administrative Coordinator to play a key role in our financial advisors' office. In this essential position, you will manage the client onboarding process, respond to inquiries, process important documents, and boost client satisfaction. Joining our team means you'll be a significant part of our dedication to providing outstanding financial services.
Duties:Streamline client onboarding.Provide superior client service.Oversee investment and insurance paperwork.Gather client feedback and assess satisfaction.Partner with the advisory team to achieve service goals.
Preferred Skills:High school diplomaStrong communication, multitasking, and time-management skills.Attention to detail.Familiarity with the financial sector and products.Proactive and a positive attitude.Problem-solving aptitude with a client-centric mindset.
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Frequently Asked Questions
How do I apply for the Administrative Specialist position at Magellan Financial & Insurance Services, Inc.? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Magellan Financial & Insurance Services, Inc. without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Edwardsville, IL with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →