Administrative Assistant

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

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 :

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