Job Description
Job Description
Who We Are
Fort Eagle Wealth Management is a privately owned financial services firm in Fort Worth, TX. We are committed to helping our clients build and leverage their wealth for a life of maximum fulfillment. At Fort Eagle, we're not just managing wealth - we're shaping futures and empowering our clients to live the good life.
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 and a hybrid work schedule.
What You Will 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
- 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
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Attend marketing events and assist with getting prospects scheduled for follow up appointments
- 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
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: $20-25/hr DOE
- PTO
- Career Growth and Professional Development Opportunities
Check Us Out!
- Website: https://www.forteaglewealth.com/
If you think we’d make a great match, apply today!
Company DescriptionAt Fort Eagle, we're not just managing wealth - we're shaping futures and empowering you to live the good life.
Ultimately, our goal is to empower you to live a life filled with joy, purpose, and fulfillment. We believe that wealth should serve as a tool to enhance your experiences and enable you to pursue your passions without financial constraints.
Company Description
At Fort Eagle, we're not just managing wealth - we're shaping futures and empowering you to live the good life. \r\n\r\nUltimately, our goal is to empower you to live a life filled with joy, purpose, and fulfillment. We believe that wealth should serve as a tool to enhance your experiences and enable you to pursue your passions without financial constraints.