Senior Admin Assistant - MFG Capital

MFG Six Pillar Synergy Process

We have developed a Proprietary MFG Six Pillar Synergy Process which provides a comprehensive review and evaluation of our client’s current financial situation and future financial plan. We work closely with a team of established, trusted, experienced professionals; Attorneys, Tax professionals, Realtors, Mortgage brokers as well as Personal trainers and sponsored group activities to help stay active. All additional professionals involved when needed and determined by our clients.

At MFG Capital, We are looking to a new Senior Administrative Assistant to help fill the vital need of helping guide and manage our office. If you want to be part of a culture that values your work just as much as you do, then this will be a great place for you to invest your time and advance your career!

Senior Administrative Assistant Job Description/ Duties

Our Senior Admin Assistant will help the investment team by...

• Review IA Dashboard and identify items that need to be addressed/ handled, confirm the task is completed, write appropriate notes in activity and mark as complete.
• Meet with IA to review New Business instructions when preparing to meet with new clients
• Prepare New Business documents
• Meet with Client(s) to review new business documents and obtain signatures
• Obtain IA signatures on paperwork
• Handle client inquiries directed to IA, (received via phone calls, fax, e-mail and office visits). Once information is obtained from client to determine what the inquiry entails, take appropriate course of action (i.e., answer question directly, discuss with IA, prepare documents needed, etc). Review details with IA as FYI.
• Respond to any requests from Sponsor Companies for new business that has been submitted, request additional information from IA if needed.
• Review dictations

Client Support

Our Senior Admin Assistant will be asked to handle client-initiated requests. These include questions and paperwork regarding:

• taking withdrawals
• making additional deposits
• reviewing contract specific riders
• Beneficiary Updates
• Meeting with clients to:
• Review CAS
• Establish on-line access to various Sponsor Company websites
• Review/explain different pieces of mail received
• Organize Welcome Kit Binder
• Obtain signatures on contract maintenance, withdrawal forms and other documents as needed
• Proactively contact clients when changes are occurring with their accounts.
• Documenting client contact in CRM tool and appropriate Files
• Personalize Welcome Kits for meeting with clients
• Deliberate Acts of Kindness

Administrative Support

Our Senior Admin Assistant will...

• Assist with answering phone calls/ delegating faxes to appropriate persons
• Filing of client statement and files
• Assist other team members in preparing documents for client signature, returning calls, scheduling appointments, scheduling prospect/client attendance at seminars, or any other support as needed
• Scanning and attaching documents in CRM tool
• Assist with greeting incoming clients
• Assist with checking on IA/clients during meetings
• “Special Projects” Review and evaluate data, processes, and workflow to develop consistency and assure outstanding client service
• Provide training/support throughout the day for other team members as questions/situations arise

Learning Base

• Update general knowledge of RIA functions, policies and products offered by MFG Capital.
• Work closely with Patricia McDonald on office procedures, CRM and Securisync.