Job Description

The Falcon Financial Group is seeking a highly motivated individual to fulfill an open administrative assistant position. The ideal candidate will provide top-level assistance for producer group members. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations.

Responsibilities

• Calendar management for producer group members
• Aid executives in preparing for meetings
• Process new business requests
• Life, annuity, or LPL business processing
• Utilize various systems to help service client needs such as beneficiary changes, transfers or investments or similar service-related issues.
• Responding to emails and document requests on behalf of executives
• Draft slides, meeting notes and documents for executives

Qualifications

• Bachelor's degree or equivalent experience
• Financial background preferred but not required
• Proficient in Microsoft Office suite
• Experience in managing multiple priorities, administrative coordination, and logistics
• Well-organized, detail-oriented, ability to multi-task with great follow-up skills
• Strong written and verbal communication skills

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