Financial Administrative Associate

Job in Columbus, Franklin County, Ohio, 43224, USA

Listing for: Keystone Financial Group - Ohio

Full Time position
Listed on 2026-06-23

Job specializations:

Sales
Office Administrator/ Coordinator, Business Administration
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry, Business Administration

Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR

Keystone Financial Group is currently seeking candidates for a Financial Administrative Associate.

The primary responsibility of the position will be focused around supporting our growing team of advisors and staff in creating and maintaining relationships with financial planning clients and leads, with a strong emphasis on follow-up and documentation throughout the sales process.

Responsibilities

Assist our Director of Client Relations with new business and client service paperwork for annuities, life insurance, and investments.

Assist with sales tracking and client/carrier follow-up throughout the sales process.

Assemble new client files for investments, life insurance, annuities, etc.

Assist with office management tasks such as ordering supplies, organizing files, etc.

Assist our Director of Sales & Marketing with processing new leads and entering data into our CRM.

Manage appointment scheduling and follow-up for our 4 advisors.

Handle confirming appointments and workshop registrations.

Help prepare materials for workshops.

Assist with workshop setup and follow-up (some evening hours may be required).

Desired Skills, Characteristics, & Experience

Excellent communication skills – both verbal and written
Strong interpersonal and listening skills
Prior customer service experience required (at least 1 year in the financial services industry)
Organized – works well with workflow systems to maximize efficiency
Able to follow directions, but also to think “outside the box” and come up with solutions to problems on-the-fly
Experienced in basic computer & internet usage, as well as the use of CRM systems
Proficient in MS Word and Excel and other Office applications
Detail-oriented and able to multi-task
Excellent work ethic
Enjoys interacting with clients and being part of a fun and energetic team!

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