Administrative Assistant

Administrative Assistant & Flex Benefits Coordinator

Job Purpose

The Administrative Assistant & Flex Benefits Coordinator provides essential administrative support to the financial advisors while also assisting with the coordination of employee flex spending programs for school-system clients. This role ensures efficient office operations, accurate benefits administration, and positive experience for clients and employees.

Key Responsibilities

• Provide administrative support, including scheduling, correspondence, document preparation, and record keeping.
• Assist with client inquiries.
• Coordinate flex benefit enrollment, changes, and terminations in a timely and accurate manner.
• Maintain and update client records and databases.
• Prepare reports, forms, and communications for clients and internal use.
• Assist in compliance with regulatory requirements in benefits administration and financial services support.
• Support day-to-day office operations such as filing, scanning, and data entry.
• Serve as a point of contact for clients, delivering professional and courteous service.

Requirements

• High school diploma or equivalent; associate’s or bachelor’s degree in business, finance, or related field preferred.
• Strong computer proficiency, including Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn new software systems.
• Excellent written and verbal communication skills.
• Strong organizational and time-management skills.
• Detail-oriented with accuracy in data entry and record-keeping.
• Ability to maintain confidentiality and handle sensitive information.
• Customer service mindset with a professional and courteous demeanor.
• Willingness to learn benefits administration and financial services processes.

Performance Expectations

• Complete administrative and benefits coordination tasks accurately, efficiently, and on time.
• Maintain a high level of professionalism, discretion, and confidentiality in all client and company matters.
• Provide timely, courteous, and solution-oriented support to clients, colleagues, and partners.
• Keep client records, benefits data, and documentation consistently accurate and up to date.
• Demonstrate initiative by anticipating needs, solving problems proactively, and suggesting process improvements.
• Develop increasing knowledge of flex benefits and financial services, positioning for professional growth within the agency.
• Contribute to a positive, collaborative, and service-focused work environment.

Compensation & Benefits

• Competitive salary commensurate with experience
• Comprehensive benefits package including health insurance, retirement plan, and paid time off
• Opportunities for professional development and career growth within the agency
• Supportive team environment with mentorship and training provided

Challenges & Opportunities

• Balancing dual responsibilities of administrative support and benefits coordination.
• Learning the complexities of flex spending and benefits programs while supporting financial services.
• Opportunity to gain hands-on experience in both financial services and employee benefits administration.
• Potential for career advancement into licensed financial representative roles.

Pay: $17.00 - $20.00 per hour

Benefits:

• 401(k)
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Experience:

• Financial industry : 2 years (Preferred)

License/Certification:

• Certified Notary Public (Preferred)

Work Location: In person