Job description

Administrative Assistant at RetireOne

RetireOne is the premier Outsourced Insurance Desk for Registered Investment Advisors in the country. We are searching for an Administrative Assistant to join our team to support our partner advisory firms.

Job Description

You will serve as the primary point of contact providing superior service to investment advisors. Your daily responsibilities will include tracking the pipeline of client service requests and providing proactive updates to investment advisors throughout the process. You will collaborate with other team members to deliver timely and accurate information in response to inquiries and/or service issues.

In addition, you will research and respond to client issues related to applications, forms, and various other areas of product knowledge and support. You will review information for accuracy and completeness according to company standards and work with financial advisors to resolve open information requests. You will also perform operational tasks to monitor compliance of investment account activity with the insurance contract, establish connectivity with custodians and download account data, perform daily balance, position and transaction reconciliations and research and resolve differences between custodial accounting and transaction classification, open new accounts and process account terminations.

Qualifications

• At least 2 years of customer service and/or operations experience is strongly preferred. College Internships and collegiate activities will be considered in lieu of experience.
• Experience in the insurance industry is a plus.
• Enjoy working in a structured environment during specified hours as determined by business need.
• Excellent operational and organizational skills with the ability to manage transactional work, be self-directed, and quickly develop a full understanding of our business and the financial services industry.
• Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment.
• Demonstrated ability to build and sustain strong relationships with clients and partnerships with internal associates.
• Aptitude and passion for working with technology and influencing our clients in becoming a digital practice.
• Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience.
• The ability to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
• Team orientation, enthusiasm, professionalism, and strong work ethic with a high level of integrity and ethics.

Location and Schedule

This position is located in our downtown Louisville, KY, office. The individual who fills this role will report to the Managing Director of Service and Operations. This position may have the flexibility for a hybrid schedule after proving a high standard with daily activities, where the individual may divide their time between working remotely or in the office.

We look forward to receiving your resume. Thank you for considering RetireOne.

Job Type: Full-time

Pay: $37,500.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Louisville, KY 40202: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: Hybrid remote in Louisville, KY 40202

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