Administrative Services Supervisor jobs in Toledo, OH

Citizen Advisory Group - Connecting Futures, Empowering Lives

Based in Perrysburg, OH, Citizen Advisory Group is acclaimed for its proficiency in retirement planning, insurance, investments, and wealth management.

We cherish our track record of crafting customized financial plans that have greatly assisted numerous individuals and families.

Our dedication goes beyond mere financial guidance; we strive to forge lasting connections that span generations.

POSITION : Administrative Specialist

The Administrative Specialist is crucial in supporting financial advisors by gathering client information, conducting thorough research, and drafting initial financial reports and assessments.

As an essential part of the support team, they deliver vital data to advisors, enhancing their ability to make informed decisions.

This role greatly improves the quality of advisory services and significantly increases client satisfaction.

The salary range for this position is $40,000-$50,000

CORE RESPONSIBILITIES

• Gather financial data from clients to help form comprehensive plans.
• Handle routine requests and set up meetings.
• Maintain accurate client documentation, ensuring regulatory standards are met.
• Aid advisors in enacting their financial recommendations for clients.

PREREQUISITES :

• High School Diploma or equivalent
• Bachelor's degree in finance, economics, business, or related field. ( Preferred
• Prior experience in the financial services industry preferred.
• Proficiency in financial planning software and tools; familiarity with Microsoft Excel.
• Strong communication, organizational, and analytical abilities.

At Citizen Advisory Group , we incubate growth. A competitive compensation framework, a nurturing environment for continuous learning, and a canvas for collaborative innovation are the cornerstones we offer our team.

Citizen Advisory Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This role is located in person in Perrysburg, OH.

Last updated : 2024-04-23