Barnum Financial Group · 14 hours ago
Administrative Assistant to Financial Advisor
Ponte Vedra, FL
Full-time
Hybrid
New Grad, Entry Level
$40K/yr - $60K/yrBarnum Financial Group is seeking an Administrative Assistant to support their Financial Advisor. The role involves managing correspondence, scheduling, and maintaining client relationships while providing essential administrative support.
Financial ServicesInsuranceService Industry
Responsibilities
Manage Advisor’s e-mail correspondence and professional calendar
Supervise Advisor’s social media accounts and marketing campaigns
Handle incoming calls in a friendly and professional manner
Schedule and confirm appointments in a timely manner
Assist with file prep, paper filing and larger mailings
Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate
Accurately complete, submit, and follow up on status of all new business applications
Act as direct liaison between Financial Advisor and clients
Provide ad hoc support on assigned projects and any escalations
Qualification
Required
Excellent verbal and written communication skills
Exceptionally professional and organized
Extremely detail-oriented
Comfortable in a fast-paced environment
Ability to collaborate with others, build and maintain relationships
Ability to use discretion and maintain client confidentiality
Client-first attitude
Proficiency in Microsoft Office
Preferred
Experience in Salesforce is a plus
Life, Accident, and Health License and/or Finra Registrations are a plus
Some college or professional experience
Benefits
Paid time off
Professional development assistance
Company
Barnum Financial Group
Barnum Financial Group is a financial service provider.
Founded in 1950
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Blanco
Founder and CEO
Recent News
2024-12-03
2024-11-30
Company data provided by crunchbase