Job Description
Job Description
Job Description
ELANA Financial is a boutique planning group for traditional and injured plaintiff clients, we take a very personal approach to Financial and Settlement Planning. We are a creative, solutions first team of compassionate professionals working as fiduciaries in our clients’ best interests.
We are currently seeking a detail-oriented and organized full-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 along with the opportunity for a hybrid work schedule.
Responsibilities/Daily Tasks
- 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
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter and maintain client information within 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
Qualifications
- 2+ Years of Administrative Experience (Required)
- Proficiency with Microsoft Office suite, including Excel (Required)
- High school degree or equivalent (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
- Able to learn and adapt to changes
Our Investments in You
- Pay: $45,000 - $50,000 DOE
- PTO
- Paid Holidays
- Hybrid Work Schedule
Check Us Out & Apply Today!
Company DescriptionAs a boutique planning group for traditional and injured plaintiff clients, we take a very personal approach to Financial and Settlement Planning. We are a creative, solutions first team of compassionate professionals working as fiduciaries in our clients bests interests.
ELANA Financial also provides expert litigation support services and unique contingency fee optimization programs for Trials Attorneys that add value, save staff resources, and help ensure a better settlement experience.
Company Description
As a boutique planning group for traditional and injured plaintiff clients, we take a very personal approach to Financial and Settlement Planning. We are a creative, solutions first team of compassionate professionals working as fiduciaries in our clients bests interests. \r\n\r\nELANA Financial also provides expert litigation support services and unique contingency fee optimization programs for Trials Attorneys that add value, save staff resources, and help ensure a better settlement experience.