Administrative Assistant (Part-Time)

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Massey Morgan Financial Solutions, a financial services firm with an office in Medford, NJ, has an opening for a part-time (20-25 hrs/wk) Administrative Assistant- and this is far more than just another job opportunity!

Now, you’re probably wondering a little more about what we need, so here it is:

Prior Administrative Experience (Required) Tax Experience a Plus

Proficiency with Microsoft Office suite (Required)

High school degree (Required)

Prior Experience Working in Financial Advisory Industry (Preferred)

Ability to communicate verbally and in writing

Ability to learn and adapt to changes

Want some more specifics? If you join the Massey Morgan Financial Solutions team, here’s what you’ll 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

Sort and handle mail and invoices

Send out thank you letters, referral letters, and all other mailers as needed

Take inventory and order office supplies

Assist with marketing, newsletters, social media

Communicate with clients on behalf of financial advisor and firm

Track prospect-to-client process

Assist with coordination and execution of marketing campaigns and events

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

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

Please include availability in cover letter with resume.