Part-time Administrative Assistant

Job Description

Job Description

Who We Are

At Massey Morgan, we specialize in working with retirees and those approaching retirement developing retirement and insurance planning solutions while striving to preserve and potentially growing their retirement assets. Our practice focuses on showing our clients ways to help protect and preserve their assets from various threats all retirees face.

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

What You Will Be Doing

Administrative & Advisor Support

• Provide administrative support to the Financial Advisor and firm
• Schedule and confirm client and prospect appointments
• Prepare meeting materials and documents for client and prospect meetings
• Gather and organize information needed for meetings and client follow-up
• Communicate with clients and prospects on behalf of the Financial Advisor and firm
• Follow up on client requests and outstanding items
• Maintain accurate and up-to-date client information in the CRM
• Track the prospect-to-client process and assist with follow-up
• Process, scan, copy, file, and organize documents
• All other duties as assigned

Client Service

• Provide professional and friendly experience when communicating with clients
• Assist with client service requests and follow-up
• Prepare and send client correspondence, thank-you letters, referral letters, and other communications
• Help maintain organized client records and documentation
• Assist with client and prospect communications related to meetings and events
• All other duties as assigned

Insurance & New Business Support

• Assist with new life insurance and annuity applications
• Prepare and process new business paperwork with accuracy and attention to detail
• Collect required information and documentation from clients
• Obtain necessary signatures and outstanding requirements
• Submit applications and paperwork to appropriate insurance carriers
• Communicate with carriers regarding application status and outstanding requirements
• Track applications and new account setup through completion
• Assist with ongoing insurance client service needs
• All other duties as assigned

What You Will Bring

· 2+ Years of Administrative Experience (Required)

· Proficiency with Microsoft Office Suite, Including Excel (Required)

· High School Degree (Required)

· Associate or bachelor’s degree (Preferred)

· Prior Experience Working in Financial Advisory Industry (Preferred)

· Clear and Professional Communication (Verbal and Written)

· Strong Attention to Detail and Organizational Skills

· Ability to Learn and Adapt to Changes

What’s In It For You

· Pay: $18-$23/hr

Check Us Out!

· Website:

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

Massey Morgan Wealth Management, LLC specializes in working with retirees and those approaching retirement developing retirement and insurance planning solutions while striving to preserve and potentially growing their retirement assets. Our practice focuses on showing our clients ways to help protect and preserve their assets from various threats all retirees face.

Company Description

Massey Morgan Wealth Management, LLC specializes in working with retirees and those approaching retirement developing retirement and insurance planning solutions while striving to preserve and potentially growing their retirement assets. Our practice focuses on showing our clients ways to help protect and preserve their assets from various threats all retirees face.