Job description

Weiner Benefits Group is currently recruiting an Administrative Assistant. This is a 40-hour/week position that is currently a hybrid of virtual and in person/office. Start/end times are flexible within an 8-hour workday.

To perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Administrative Assistant will serve as direct administrative support to their assigned Partner, Account Executive, and the clients that he/she manages.

Duties include, but are not limited to:

· Client Service as requested by the Partner, Account Executive, or client

· Process demographic changes

· Process withdrawal, loan, and rollover requests

· Assist in gathering information for existing plan reviews

· Assist in the coordination of executing new plan set ups

· Assist in preparing proposals and presentations

· Update Calendars and create meeting invites at the direction of the Account Executive

· Assist in creating and following up on Proposal Requests

· Assist in keeping track of Annual and Quarterly Plan Review Calendars

· Database information entry and maintenance

· Transcribe notes provided by Advisor and Account Executive

· Become proficient in utilizing all online portals and necessary technology resources

· Some direct communication with clients, Third Party Administrators and Recordkeepers

· Keep track of any follow up required items

· Follow established procedures

· Any other duties as assigned

Weiner Benefits Group prides itself on their customer service and the quality of the material it provides to their customers. The accuracy of documents produced in the office to be distributed to clients as well as the timeliness of services provided to the clients is vital to the continued success of the firm in realizing its mission and vision for the future.

Qualifications

• A minimum of 1-3 years prior administrative experience
• Proven ability to deliver quality and detailed work products
• Proficiency in Microsoft Office products or similar platform
• Excellent written and verbal communication skills, with the ability and confidence to communicate at all levels of the organization, including C-Suite and VP levels
• Ability to work effectively in a virtual team environment

Preferred Qualifications

• Previous experience working within Retirement Plan industry

Physical Requirements

Regularly required to sit, stand, walk, talk, listen, operate a computer, hand-held devices, and other office equipment, reach with hands and arms, and must occasionally lift and/or move up to 10 pounds.

WEINER BENEFITS GROUP IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER.

We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status or protected veteran status.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Flexible schedule
• Life insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Wilmington, DE 19808: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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