Administrative Assistant to CFP at Next Level Planning in Melville, NY

Summary: Next Level Planning is a growing Financial Planning Firm, and they are seeking an Administrative Assistant to support their internal operations. The role involves organizing client paperwork, addressing service issues, and performing various tasks to facilitate the firm's growth. Responsibilities: - Attention to detail - Tenacity and Persistency - Problem-solving capabilities - Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow - Correspond with clients to complete new accounts, asset transfers, and other forms - Communicate with the back office and other agencies to complete new business and client requests in a timely manner - Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business Required Qualifications: - Attention to detail - Tenacity and Persistency - Problem-solving capabilities - Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow - Correspond with clients to complete new accounts, asset transfers, and other forms - Communicate with the back office and other agencies to complete new business and client requests in a timely manner - Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business Preferred Qualifications: - Experience in the competitive Financial Advisor Industry preferred - Experience processing Life Insurance applications - Proficiency in Social Media communication for purposes of firm branding - Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations Required Skills: Life Insurance application processing, Salesforce, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Social Media communication Benefits: Benefits starting after 1 year