Administrative Assistant presso Retirement Income Source SFG

Description

POSITION: Administrative Assistant  

Location: Avon, CT 

Travel Requirements: Approximately once every two weeks to Longmeadow, Massachusetts

FLSA Classification: Non-Exempt

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We are seeking a highly organized and proactive Administrative Assistant to support our growing advisor team in our newly established Avon, CT office. This is a hands-on administrative role focused on client service, operational efficiency, and office management. The position will require independence, initiative, and adaptability, as you will often be the primary staff member on-site.

The ideal candidate will be comfortable working alone, managing multiple tasks, and interacting with clients and advisors in a professional and welcoming manner. Occasionally, this role will include travel to our Longmeadow, MA office to provide on-site administrative support.

Key Responsibilities

Front Office & Client Interaction

• Greet guests and visitors with excellent hospitality, creating a positive and professional first impression.
• Ensure visitors are logged in and notify the appropriate staff members of their arrival.
• Coordinate and confirm client meetings; make confirmation calls when needed.
• Answer and manage a multiline phone system, screen callers, and direct inquiries to the appropriate department or individual.
• Maintain a tidy and organized reception and conference room area.
• Perform routine maintenance, troubleshoot office-related problems, and act as the liaison to building management for repairs and requests.
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Administrative Support

• Process new account paperwork on Schwab and Fidelity platforms in coordination with financial advisors 
• Record detailed meeting notes and ensure data accuracy in the CRM (Redtail).
• Assist with the preparation and organization of client files.
• Ensure accuracy of applications, confirming required signatures, dates, and supplemental documentation.
• Reset and prepare conference rooms for meetings.
• Manage minor inventory and office supply ordering.

Requirements

Must-Have Qualifications

Background and Education:

• High school diploma required, higher education preferred 
• 2–3 years in an administrative role, preferably within a fast-paced office or financial services environment.

Skills and Technology Expertise:

• Strong attention to detail and organizational ability.
• Proactive mindset with minimal need for direct oversight.
• Comfort using CRM systems
• Excellent communication skills, both verbal and written.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account 
• Dental & vision plans 
• Short and long-term disability insurance 
• PTO + 10 NYSE company holidays per year 
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology