$16 to $18 Hourly
Benefits Offered
401K
Employment Type
Full-Time
Why Work Here?
“An expanding small business offering unique financial services”
Receptionist/Administrative Assistant
Advanta IRA Services, LLC – Largo, FL
Administrative Asst/Client Service Specialist (Largo, FL) COMPANY BACKGROUND
Advanta IRA Services, LLC is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose Advanta when they wish to buy “non-traditional” assets in their retirement plan such as real estate, loans and private placements.
Uniquely, we provide no investment advice — it is up to each individual client to choose their own investments. We in turn provide all the recordkeeping and reporting necessary for them to have a truly “self-directed” IRA.
Our objective is to continue to grow the business through the addition of new clients, while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs in general to be able to provide support and answer client questions.
The Receptionist/Administrative Assistant role will be responsible for providing exceptional client service in a professional manner and performing various administrative duties. It is expected that the successful candidate be someone who is self-driven, organized, proactive, eager, can also multi-task and use exemplary telephone skills to present a quality image where the Customer is treated in a consistent, courteous, and efficient manner. This position’s responsibilities will include answering and routing all business phone lines, maintaining hard copy and electronic filing systems and maintaining all supply orders.
This office is located in the Largo, FL area. POSITION BACKGROUND
JOB EXPECTATIONS
Specifics
1. Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries
2. Handle various administrative functions related to servicing existing clients, including scanning and copying documents and assisting with incoming and outgoing mail.
3. Answer and route incoming phone calls.
4. Input client and transaction data into trust accounting and CRM Systems.
5. Assist clients through the paperwork processes, online client portal, and related account service functions.
6. Maintains appointment calendars and schedule meetings/appointments/lunches/webinars/lunch-n-learns
7. Controls company supply orders by maintaining stock logs General
1. Work with the client processing personnel to ensure efficiency and client satisfaction.
2. Help us devise better and more effective ways to perform administrative functions.
3. Maintains security by following procedures, monitoring logbook and maintaining telecommunications system
SKILLS, BACKGROUND & TALENTS REQUIRED
• Must be intelligent and have strong comprehension ability.
• Must be extremely well organized, analytical and detail oriented.
• Proficient in MS Word, Excel, and Outlook or other contact management software.
• Must be able to communicate in a concise, clear manner both in written and oral form.
• Intellectual curiosity — driven to improve oneself
• Self-starter — can work alone without supervision
• Task driven — will not stop until the work is accomplished
• Excellent at follow up and accomplishing tasks when scheduled
• Quick learner-able to grasp tangible and intangible ideas rapidly — and retain
• Be professional in both appearance and demeanor
• Location: Largo, FL
• Compensation: Full Time – Salary
• 4% 401K Match
About Advanta IRA:
COMPANY BACKGROUND
Advanta IRA is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose Advanta when they wish to buy “non-traditional” assets in their retirement plan such as real estate, loans and private placements.
Uniquely, we provide no investment advice – it is up to each individual client to choose their own investments. We in turn provide all the recordkeeping and reporting necessary for them to have a truly “self-directed” IRA.
