Administrative Specialist
📋 Role Overview & Responsibilities
Located in Chattanooga, Tennessee, Allon Planning Partners stands out as a leading independent firm specializing in financial advice, retirement planning, and wealth management. Our reputation in the industry is built on our dedication to offering tailored strategies that prioritize transparency, integrity, and exceptional client service. Our profile and growth have been greatly boosted by our television show, radio spots, live events, and innovative digital marketing efforts, which have rapidly expanded our client base and services.
We are searching for a dedicated Administrative Specialist to enhance our office atmosphere and play a crucial role in guiding our future direction. This position provides a unique chance to become a key member of our dynamic team, making a substantial contribution to our mission of providing top-notch financial solutions.
The Salary for this position is: $30,000- $40,000 per year
Primary ResponsibilitiesGreet and assist clients in-office; handle calls and technical issues.Coordinate and support Allon events, including workshops and client appreciation.Support the Director of Operations with client paperwork and onboarding.Enhance client experience: stock amenities, maintain clean meeting spaces.Plan client events and service projects.Support social media, marketing initiatives, and special projects.Update YouTube with TV episodes, radio interviews, and weekly shorts.Manage confidential document and money transfers.
Required QualificationsPleasant, professional, friendly manner with excellent interpersonal skillsProficiency in Excel, Word, & our in-house CRM (Redtail)Exceptional attention to detailSuperb organizational and time management skillsGreat collaboration and communication skillsExcellent project management skills with ability to prioritize and track multiple tasks with consistent follow upStrong ability to work independently as well as with a team
Join UsAt Allon Planning Partners , we treasure your skills, input, and creativity. Our stimulating work setting fosters career development, encourages innovation, and offers a competitive compensation and benefits package.
We are an equal-opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
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 Greater Chattanooga 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 →