Magellan Financial & Insurance Services, Inc.
Administrative Assistant
Magellan Financial & Insurance Services, Inc., League City, Texas, us, 77574
At
Impact! Partners Financial , our mission is to empower individuals to achieve lasting financial stability and success. Based in the vibrant community of
League City, TX , we are an independent firm specializing in retirement planning and wealth management, with a strong focus on helping clients navigate toward a secure and worry-free retirement. Backed by a dedicated team of professionals, we provide a comprehensive range of services, including financial planning, retirement income strategies, wealth management, annuities, life insurance, and long-term care solutions.We are seeking an
Administrative Assistant
to provide essential support to our company. In this role, you will interact professionally with both management and clients, effectively communicate with customers, vendors, and visitors, and handle confidential and critical information with precision.Salary Range:
$40,000 -$45,000Key Responsibilities:Assist Advisors with opening new accounts and completing required documentation for clients.Follow up with clients to ensure all action items are completed in a timely manner.Manage new annuity applications and facilitate account openings through Fidelity and Schwab.Organize and maintain accurate client records, including trade-related documents and financial applications.Perform client service-related requests such as check processing, address changes, and wire transfers.Provide reports and relevant information to Advisors upon request.Identify and escalate any concerns or unusual client activity to the Financial Advisor or Branch Manager.Support the administrative needs of the office, including answering phones, processing mailings, and filing documents.Qualifications:Knowledge of administrative processes, including file management and office procedures.Basic understanding of the investment brokerage industry and familiarity with regulatory compliance.Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.Strong time management skills with the ability to prioritize tasks and meet deadlines.Excellent communication and interpersonal skills, with a customer-first mindset.Why Impact! Partners Financial?At
Impact! Partners Financial , were more than just a companywe're a family. Our team is united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.
Impact! Partners Financial , our mission is to empower individuals to achieve lasting financial stability and success. Based in the vibrant community of
League City, TX , we are an independent firm specializing in retirement planning and wealth management, with a strong focus on helping clients navigate toward a secure and worry-free retirement. Backed by a dedicated team of professionals, we provide a comprehensive range of services, including financial planning, retirement income strategies, wealth management, annuities, life insurance, and long-term care solutions.We are seeking an
Administrative Assistant
to provide essential support to our company. In this role, you will interact professionally with both management and clients, effectively communicate with customers, vendors, and visitors, and handle confidential and critical information with precision.Salary Range:
$40,000 -$45,000Key Responsibilities:Assist Advisors with opening new accounts and completing required documentation for clients.Follow up with clients to ensure all action items are completed in a timely manner.Manage new annuity applications and facilitate account openings through Fidelity and Schwab.Organize and maintain accurate client records, including trade-related documents and financial applications.Perform client service-related requests such as check processing, address changes, and wire transfers.Provide reports and relevant information to Advisors upon request.Identify and escalate any concerns or unusual client activity to the Financial Advisor or Branch Manager.Support the administrative needs of the office, including answering phones, processing mailings, and filing documents.Qualifications:Knowledge of administrative processes, including file management and office procedures.Basic understanding of the investment brokerage industry and familiarity with regulatory compliance.Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.Strong time management skills with the ability to prioritize tasks and meet deadlines.Excellent communication and interpersonal skills, with a customer-first mindset.Why Impact! Partners Financial?At
Impact! Partners Financial , were more than just a companywe're a family. Our team is united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.