Salary

$30k - $55k Per Year

Job Type

full-time

Posted

30+ days ago

Location

Clifton Park, NY

Description

Tennant Financial is an investment advisory and financial planning firm which is affiliated with Northwestern Mutual and has been in business for 24 years.  Tennant Financial currently manages over 900 million in client assets and our focus is in the high net worth market across New England and throughout the US.

 

Job Duties include but not limited to:

 

·         Typical day-to-day administrative functions such as fielding all incoming phone calls, check handling, and incoming/outgoing correspondence.

·         Handle Technology upgrades and enhancements for office.

·         Prepare/distribute case notes associated with client meetings/files to all staff.

·         Respond to/proactively address client inquiries/requests.

·         Manage all aspects of electronic client files and corresponding database.

·         Manage/order office supplies

·         Provide back-office administrative support to other team members.

·         Various other administrative support duties.

 

 

Requirements:

·         Must be team-oriented with an effective ability to communicate with others.

·         Must have Strong customer service standards.

·         Must be goal driven and have a desire to succeed.

·         Must be detailed-oriented.



Education:

  • Licensing such as Series 6, Life/Health a plus but not required

 

Benefits:

Competitive Salary

401K w/ company match/profit sharing

Health Insurance

Paid Vacation

Paid Holidays

Group Life insurance

Group Disability insurance