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Administrative Assistant

Administrative Assistant

Retirement Income Source SFGAvon, CT, US
16 hours ago
Job type
  • Full-time
Job description

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

  • 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
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    Administrative Assistant • Avon, CT, US

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