Administrative Assistant
The Falcon Financial Group The Falcon Financial Group Morristown, NJ Morristown, NJ Full-time Full-time From $20 an hour From $20 an hour 8 days ago 8 days ago 8 days ago We are a financial planning firm looking to fill two open support positions in our Morristown, NJ office.
We are a Platinum Producer Group that operates under the EQUITABLE ADVISORS broker dealer.
We are looking for someone who has energy, organization skills, is comfortable with web-based computer programs, and has a desire to grow with us as our practice continues to expand.
This is an in office, potentially, hybrid position.
This is not a sales position, but a support position for someone who appreciates the financial planning business but doesn't want to be in sales.
The primary role will be supporting multiple financial professionals of the firm with application processing, onboarding new clients, and concierge-level client service.
This is a full-time position, salary is negotiable, but looking for someone who desires an opportunity for growth based on his/her contribution to the team.
This position includes, but is not limited to, assisting multiple financial professionals with data input, phone work with clients, prepping meetings, extensive web-based computer work, and processing new business.
College Degree preferred
Benefits:
- Competitive salary based on experience - Medical, dental, and vision insurance options - Retirement plan with employer match - Paid time off and holidays Duties:
- College degree preferred - Provide exceptional customer service to clients - Excellent communication skills, both verbal and written - Proficient in using computer software programs such as Microsoft Office Suite, CRM systems - Ability to prioritize tasks and work independently or as part of a team - Strong attention to detail and accuracy - Ability to collaborate with Falcon Financial support team to ensure effective communication If you have previous experience working in a financial office or similar administrative role, possess excellent organizational skills, and are committed to providing exceptional customer service, we encourage you to apply for this position.
Join our team and contribute to the success of our practice! Job Type:
Full-time Pay:
From $20.
00 per hour Expected hours:
40 per week
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Morristown, NJ 07960:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
Hybrid remote in Morristown, NJ 07960.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are a Platinum Producer Group that operates under the EQUITABLE ADVISORS broker dealer.
We are looking for someone who has energy, organization skills, is comfortable with web-based computer programs, and has a desire to grow with us as our practice continues to expand.
This is an in office, potentially, hybrid position.
This is not a sales position, but a support position for someone who appreciates the financial planning business but doesn't want to be in sales.
The primary role will be supporting multiple financial professionals of the firm with application processing, onboarding new clients, and concierge-level client service.
This is a full-time position, salary is negotiable, but looking for someone who desires an opportunity for growth based on his/her contribution to the team.
This position includes, but is not limited to, assisting multiple financial professionals with data input, phone work with clients, prepping meetings, extensive web-based computer work, and processing new business.
College Degree preferred
Benefits:
- Competitive salary based on experience - Medical, dental, and vision insurance options - Retirement plan with employer match - Paid time off and holidays Duties:
- College degree preferred - Provide exceptional customer service to clients - Excellent communication skills, both verbal and written - Proficient in using computer software programs such as Microsoft Office Suite, CRM systems - Ability to prioritize tasks and work independently or as part of a team - Strong attention to detail and accuracy - Ability to collaborate with Falcon Financial support team to ensure effective communication If you have previous experience working in a financial office or similar administrative role, possess excellent organizational skills, and are committed to providing exceptional customer service, we encourage you to apply for this position.
Join our team and contribute to the success of our practice! Job Type:
Full-time Pay:
From $20.
00 per hour Expected hours:
40 per week
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Morristown, NJ 07960:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
Hybrid remote in Morristown, NJ 07960.
Estimated Salary: $20 to $28 per hour based on qualifications.
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