New Business Assistant
Madison Planning Group, Inc.
Madison Planning Group, Inc.
West Harrison, NY West Harrison, NY Full-time Full-time From $50,000 a year From $50,000 a year Madison Planning Group New Business Assistant- A dynamic, growth oriented, well established financial advisory practice is seeking a fulltime new business coordinator ( _Monday through Friday - 8:
00 to 5:
00 ) _ At Madison Planning Group we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as new business assistant, providing exceptionally friendly, helpful, high-quality service to our clients.
Assists Financial Advisors in managing and organizing workflow at an intermediate level.
Required to follow legal and regulatory requirements and company policies in dealing with others and/or performing work activities.
Responsibilities:
Process new business paperwork with consistent & thorough follow up Constant communication with advisors, clients and carriers throughout the business processing workflow Coordinate with Financial Planning Department on correctly invested funds.
Staying up to date with carrier paperwork for upcoming appointments
Qualifications:
2
years of similar work experience in the financial services industry preferred Pleasant, professional and friendly manner with excellent interpersonal skills Highly organized, accurate, and attention to detail Proven analytical and independent problem-solving skills Highly proficient in Microsoft office including Excel, Word and Outlook Excellent written and verbal communication skills Ability to prioritize and manage multiple responsibilities Strong personal and business ethics and integrity Desire to grow and learn within the practice Salary and
Benefits:
Commensurate with experience Competitive benefits including medical, PTO, & 401K with a match How to Apply:
Please submit the following for consideration:
Cover letter Resume We are an Equal Opportunity Employer Job Type:
Full-time Schedule:
Monday to Friday (8am to 5pm) Application Question(s):
Please include an email address Education:
Bachelor's (Preferred)
Experience:
financial services:
2 years (Preferred) License/Certification:
series 7 license (Preferred) series 66 license (Preferred) Life & Health Insurance License (Preferred) Work Location:
White Plains, NY Job Type:
Full-time Pay:
From $50,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Professional development assistance Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
West Harrison, NY 10604:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial services:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Madison Planning Group, Inc.
West Harrison, NY West Harrison, NY Full-time Full-time From $50,000 a year From $50,000 a year Madison Planning Group New Business Assistant- A dynamic, growth oriented, well established financial advisory practice is seeking a fulltime new business coordinator ( _Monday through Friday - 8:
00 to 5:
00 ) _ At Madison Planning Group we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as new business assistant, providing exceptionally friendly, helpful, high-quality service to our clients.
Assists Financial Advisors in managing and organizing workflow at an intermediate level.
Required to follow legal and regulatory requirements and company policies in dealing with others and/or performing work activities.
Responsibilities:
Process new business paperwork with consistent & thorough follow up Constant communication with advisors, clients and carriers throughout the business processing workflow Coordinate with Financial Planning Department on correctly invested funds.
Staying up to date with carrier paperwork for upcoming appointments
Qualifications:
2
years of similar work experience in the financial services industry preferred Pleasant, professional and friendly manner with excellent interpersonal skills Highly organized, accurate, and attention to detail Proven analytical and independent problem-solving skills Highly proficient in Microsoft office including Excel, Word and Outlook Excellent written and verbal communication skills Ability to prioritize and manage multiple responsibilities Strong personal and business ethics and integrity Desire to grow and learn within the practice Salary and
Benefits:
Commensurate with experience Competitive benefits including medical, PTO, & 401K with a match How to Apply:
Please submit the following for consideration:
Cover letter Resume We are an Equal Opportunity Employer Job Type:
Full-time Schedule:
Monday to Friday (8am to 5pm) Application Question(s):
Please include an email address Education:
Bachelor's (Preferred)
Experience:
financial services:
2 years (Preferred) License/Certification:
series 7 license (Preferred) series 66 license (Preferred) Life & Health Insurance License (Preferred) Work Location:
White Plains, NY Job Type:
Full-time Pay:
From $50,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Professional development assistance Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
West Harrison, NY 10604:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial services:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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