Administrative Assistant

Aston Carter in partnership with a leading retirement planning services firm is seeking to hire two Administrative Assistant for their Elkridge, MD location!

• Key Responsibilities *
• Set Sales Cycle, procedures and clean up database.
• Daily database management (includes making sure occupation, address, phone, email, birthdates, status, category, source, referred by and advisors are all filled in correctly. Also adding SharePoint file pathways to the important information section for active clients and updating the disclaimer on the old asset summaries, adding keywords and tag groups).
• Welcome clients when needed.
• Answer overflow calls.
• Schedule appointments.
• Enter seminar contacts into RedTail (under the seminars section).
• Attend Seminars as needed.
• Send ‘No Show’ emails.
• Set tasks to contact ‘reschedules’ where they request a call back from us.
• Prepare, scan, save and mail out 2nd appointment letters.
• Sit in on client meetings to take notes as required.
• Complete asset summaries, Riskalyze & Social Security Timing Report as requested for blue folders.
• Advise of any paperwork needed before the next meetings.
• Restart the front conference room computer before meetings.
• Create and edit forms as needed.
• Scan and save documents as needed.
• Break down completed blue folders.
• Spot check FA’s outlook calendar and add any client meetings to the RedTail calendar.
• Assist with FIA uploads as required.
• Run Snappy Kraken Tag Group report at the beginning of every month and give LD the spreadsheet that must contain: First Name, Last Name and Email Address only.
• Print asset summaries for all appointments (except for 1st appointments) for the weekly summary review meetings.
• Complete marketing spreadsheets based on the First Appointment and Daily appointment emails
• Contact client appreciation event locales and gather requested event/pricing information. Follow through to reserve requested date.
• Key Qualifications:*
• Highschool or Bachelors degree
• Banking or Financial experience
• 2+ years of experience in Office Manager or Admin Assistant roles
• Proficient computer skills

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit [AstonCarter.com.](AstonCarter.com) Aston Carter is a company within Allegis Group, a global leader in talent solutions. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [[email protected]](mailto:%[email protected]) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.