New Business Administrator

Nowlin & Associates is a financial planning firm that collaborates with clients and their professional advisors to design and implement comprehensive lifetime economic plans for individuals and businesses. Since 1974, we have served clients throughout Alabama, Georgia, Mississippi, and northern Florida, offering a wide range of quality services and products to meet various financial needs. Our associates provide ongoing personal service using the latest in financial research technology and analysis software to manage client affairs.

We work closely with CPAs and attorneys to ensure tailored financial plans, leveraging our experienced professional support staff to deliver the highest quality service.

This is a full-time, on-site role for a New Business Administrator located in Birmingham, AL. The New Business Administrator/asst. office manager role will be responsible for assisting in advisor communications, providing excellent customer service, and assisting in financial vendor communication. Day-to-day tasks include ensuring the implementation of financial products, coordinating with professional advisors, and handling insurance and investment matters to ensure a seamless client experience.

• Strong Communication and Customer Service skills
• Knowledge of Finance
• Familiarity with Insurance products and investment operations a plus
• Excellent organizational and time management abilities
• Proficiency in Microsoft Office
• Previous experience in a financial planning firm is beneficial
• Bachelor's degree in finance, accounting, Business Administration, or a related field

• Entry level

• Full-time