Administrative Assistant

Job Description

Job Description

Who We Are

Preferred Retirement Strategies, LLC is a small boutique financial services firm located in Freehold, NJ. Our goal is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to help achieve financial independence.

We are currently seeking a detail-oriented and organized full-time  Administrative Assistant to support our growing team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced and professional environment.

What You Will Be Doing

• Set and confirm calendar appointments
• Greet consumers on the phone and in person with a warm and welcoming approach
• Answer incoming calls and transfer all calls to the appropriate personnel
• Communicate with clients on behalf of financial advisors and firm
• Assist with coordination and execution of marketing campaigns and events
• Assist throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
• Assemble meeting preparation documents pertaining to the client/prospect
• Collect all vital information for all paperwork
• Enter client information into the CRM system
• Assist in completing new account paperwork and annuity and life insurance applications
• Follow-up with insurance companies and new business
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Obtain necessary documents and signatures from clients for carrier approval
• Track application process and new account set up
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Maintain and organize office files and documentation
• All other duties as assigned

What We Are Looking For

• Prior Administrative Experience (Required)
• Proficiency with Microsoft Office suite, including Excel (Required)
• Proficiency with Computer Systems (Required)
• High School Degree (Required)
• Strong Attention to Detail & Organizational Skills (Required)
• Ability to Learn and Adapt to Changes (Required)
• Clear & Professional Communication (Verbal & Written) (Required)
• Associate or Bachelor’s Degree (Preferred)
• Prior Experience Working in Financial Services Industry (Preferred)
• Life & Health Insurance License (Preferred & Must Obtain within 60 Days)

What’s In It For You

• Pay: Starting At $22/hr Depending on Experience
• PTO
• Paid Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance

Check Us Out!

• Website:

If you think we’d make a great match, apply today!

Preferred Retirement Strategies serves Freehold, NJ and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement income strategies and solutions, that result in robust financial health, clarity and security. Our foundation for success at Preferred Retirement Strategies is an unyielding commitment to our clients that leads to lifelong relationships.

Company Description

Preferred Retirement Strategies serves Freehold, NJ and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement income strategies and solutions, that result in robust financial health, clarity and security. Our foundation for success at Preferred Retirement Strategies is an unyielding commitment to our clients that leads to lifelong relationships.