Administrative Manager- Navigon Financial Group, Inc.

If you are well-organized, self-motivated and are seeking to work full-time in a friendly, fast-paced and successful financial planning firm with personal growth opportunities, then do not miss this. We are searching for an Administrative Manager who is eager to work with an experience Certified Financial Planner® practitioner. This position will play a key role in helping free up time for the principal of the firm to more accurately execute business’ vision.

Responsibilities will include:

Overseeing all administrative functions for the operation including support for case management and processing new business.
Responsible for daily communication including maintenance of calendar and appointments.
Responsible for concierge-level client service activities which includes setting appointments, resolving problems and post-sale follow-ups.
Utilizing our firm’s client management and wealth management systems in order to update and track information.
Planning and organizing marketing events to proactively build business relationships.
Assist in achieving the business’s goal to generate revenues while balancing our obligation of adhering to internal and external rules and regulations.