Administrative Assistant Retirement Processor

Location: Tallahassee, FL (Near I-10 & Thomasville HWY)

Schedule: Five days per week, 8:00 a.m.–5:00 p.m., in-office; no hybrid options

Starting annual salary: $45,000–$48,000

Overview:

Ready to join a growing investment advisory group where your attention to detail and commitment to client service make a difference? Our client in Tallahassee, FL, is seeking an Administrative Assistant / Retirement Processor to support a busy team of financial advisors and help clients take important steps toward retirement. If you enjoy keeping things organized, solving problems, and being someone your team can count on, this opportunity offers a meaningful role with competitive benefits and a 6% 401(k) match.

Required qualifications

• 3+ years of customer service experience in professional office environment
• High school diploma required; BA or BS preferred
• Proficiency in Microsoft Office Suite & tech savvy to learn new programs easily
• Excellent written and verbal communication skills is a must
• Ability to adhere to a strict confidentiality agreement
• Highly prefer someone who gas previous experience in finance/accounting/investment industry

Duties and responsibilities

• Process incoming retirement paperwork for advisors who are not assigned to an Advisor Assistant.
• Review paperwork, identify potential issues and resolve them before submitting to vendors.
• Coordinate with vendors and universities to process retirement elections and changes promptly.
• Maintain vendor and broker-dealer forms and packets for advisor and office use.
• Prepare contribution reports and distribute them to advisors.
• Process agency and advisor licensing and contracting, and maintain related records.
• Assist with compliance questions through the broker-dealer and maintain records.
• Prepare TSA reports for the broker-dealer.
• Comply with applicable federal, state and insurance regulations related to the position.
• Respond to customer service needs, provide front desk backup as needed and perform other assigned administrative duties.

Ideal candidate

Detail-oriented problem-solver who enjoys providing back-office support to a busy and growing sales force.

Benefits

401(k) with a 6% employer match; health, dental and vision coverage; HSA and FSA options; paid holidays; and PTO.