Job details
Salary From $50,000 a year
Job Type Full-time
Number of hires for this role 1
Full Job Description
COMPANY & POSITION OVERVIEW
PFG, Inc., a financial planning office located in St. Petersburg, FL, is seeking an Office Administrator to make a positive impact by providing world class service and support in effort to assist clients achieve their financial goals. The individual to thrive in this role be a multi-tasker and problem solver, anticipating the needs of the office as well as the Financial Planner. The applicant should be detail-oriented with excellent follow-through. The work environment is one of a family atmosphere that is fast paced and focused on providing the highest level of service and professionalism.
DUTIES AND RESPONSIBILITIES
- Act as accountability partner for the Financial Planner to help them stay prioritized and on top of their to-do list
- Attend client meetings with the Financial Planner and record notes, including follow-up with other staff members
- Maintain smooth paperwork processing and complete applications
- Answer incoming phone calls and emails to assist with client requests
- Data entry and tracking in company systems
- Special projects as needed
SKILLS, ABILITIES & PERSONAL TRAITS
- Enjoys being relied on by others as the “go-to” person to get things done
- High drive to follow-through and ensures tasks don’t fall through the cracks
- Enjoys working with technology and learning new systems
- Naturally drawn to creating and maintaining organization systems
- Ability to thrive in a fast-paced professional environment
- Proactive and forward thinker
- Proficiency in DocuSign and Microsoft Office [Word, Excel and Outlook]
EDUCATION & EXPERIENCE REQUIREMENTS
- 3+ years of administrative experience in an office setting is preferred
- Experience in the financial services industry a plus, but not required
COMPENSATION
This career opportunity is a full-time position with salary commensurate with experience, starting at $50,000.
Job Type: Full-time
Pay: From $50,000.00 per year
Schedule:
- Monday to Friday
Work Location:
- One location
Work Remotely:
- No
