Administrative Specialist
📋 Role Overview & Responsibilities
Retirement Wealth Design, located in Chesterfield, MO, operates as an independent firm specializing in retirement planning, insurance, investments, and wealth management. At the heart of our firm is deep expertise and unwavering commitment to our clients. We develop personalized financial strategies primarily aimed at helping individuals achieve a financially stable retirement.
The Administrative Specialist plays a crucial role in ensuring our firm operates smoothly and meets our high standards. This position requires outstanding multitasking abilities, exceptional customer service, and strict adherence to our quality standards. These elements are essential for enhancing client satisfaction, operational efficiency, and the success of interactions and activities at events.
The Salary Range for this position is: $48,000 - $55,000
Primary Responsibilities:Process paperwork associated with new life insurance, annuity, and investment accounts.Provide exceptional customer service to new and existing clients, answering all queries about their accounts promptly and professionally.Assist in the onboarding process of new clients and ensure they are fully informed and comfortable with our services.Answer phones, email communications, scanning, copying files.Oversee the organization and planning of events.Help with other projects and responsibilities as needed.Required Qualifications:A minimum of 1-2 years of experience in a similar role within the financial services industry is strongly preferred.Capable of addressing small audiencesExceptional customer service and communication skills.Proficient in Microsoft Office Suite and financial planning software.Ability to multitask and manage time effectively. If you want to join a dynamic and passionate team dedicated to making a difference in people's lives, apply now!
Retirement Wealth Design is an equal-opportunity employer and values diversity.
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This position is located in Chesterfield, MO with potential relocation and sponsorship assistance depending on candidate qualifications.
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