Administrative Assistant at Retirement Income Source SFG

Avon, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jan, 26

Salary

0.0

Posted On

11 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Ability, Attention To Detail, Proactive Mindset, Communication Skills, Client Interaction, Office Management, CRM Systems, Multiline Phone System, Meeting Coordination, Data Accuracy, Inventory Management, Problem Solving, Hospitality, Time Management, Administrative Support, Computer Skills

Industry

Financial Services

Description

Description POSITION: Administrative Assistant Location: Avon, CT Travel Requirements: Approximately once every two weeks to Longmeadow, Massachusetts FLSA Classification: Non-Exempt Who We Are At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary We are seeking a highly organized and proactive Administrative Assistant to support our growing advisor team in our newly established Avon, CT office. This is a hands-on administrative role focused on client service, operational efficiency, and office management. The position will require independence, initiative, and adaptability, as you will often be the primary staff member on-site. The ideal candidate will be comfortable working alone, managing multiple tasks, and interacting with clients and advisors in a professional and welcoming manner. Occasionally, this role will include travel to our Longmeadow, MA office to provide on-site administrative support. Key Responsibilities Front Office & Client Interaction Greet guests and visitors with excellent hospitality, creating a positive and professional first impression. Ensure visitors are logged in and notify the appropriate staff members of their arrival. Coordinate and confirm client meetings; make confirmation calls when needed. Answer and manage a multiline phone system, screen callers, and direct inquiries to the appropriate department or individual. Maintain a tidy and organized reception and conference room area. Perform routine maintenance, troubleshoot office-related problems, and act as the liaison to building management for repairs and requests. Administrative Support Process new account paperwork on Schwab and Fidelity platforms in coordination with financial advisors Record detailed meeting notes and ensure data accuracy in the CRM (Redtail). Assist with the preparation and organization of client files. Ensure accuracy of applications, confirming required signatures, dates, and supplemental documentation. Reset and prepare conference rooms for meetings. Manage minor inventory and office supply ordering. Requirements Must-Have Qualifications Background and Education: High school diploma required, higher education preferred 2–3 years in an administrative role, preferably within a fast-paced office or financial services environment. Skills and Technology Expertise: Strong attention to detail and organizational ability. Proactive mindset with minimal need for direct oversight. Comfort using CRM systems Excellent communication skills, both verbal and written. Physical & Work Environment Requirements Ability to work for extended periods at a desk using a computer. Ability to lift up to 10 pounds if/when necessary. Routine use of telephone and email. Office-based role with potential travel to conferences, events, and satellite offices as needed. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: 100% employer-covered medical benefits and HRA account Dental & vision plans Short and long-term disability insurance PTO + 10 NYSE company holidays per year 401K with company match program Free onsite parking Company-provided laptop and required technology

Responsibilities

The Administrative Assistant will support the advisor team by managing client interactions and ensuring operational efficiency. Responsibilities include greeting visitors, coordinating meetings, and maintaining office organization.