Job Description
Job 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
Administrative Support
Requirements :
Must-Have Qualifications
Background and Education :
Skills and Technology Expertise :
Physical & Work Environment Requirements
Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :
Administrative Assistant • Avon, CT, US