Administrative Assistant

Description

POSITION: Administrative Assistant  

Location: Westbrook, CT 

Schedule: M-F 8:30am – 5pm 

FLSA Classification: Non-Exempt

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We are seeking a highly organized and proactive Administrative Assistant to support our growing advisor team in our Westbrook, CT office. This is a hands-on administrative role focused on client service, operational efficiency, and office management. The position will require independence, initiative, and adaptability.

The ideal candidate will be comfortable working with teams, managing multiple tasks, and interacting with clients and advisors in a professional and welcoming manner. 

Key Responsibilities

Front Office & Client Experience

• Serve as the first point of contact for clients, guests, and visitors, delivering an exceptional hospitality experience while creating a welcoming and professional first impression. 
• Welcome and register visitors, notify appropriate team members of arrivals, and ensure a seamless office experience. 
• Coordinate and confirm client appointments, including outbound confirmation calls and meeting logistics as needed. 
• Manage a multi-line phone system by professionally answering, screening, and directing incoming calls while providing outstanding customer service. 
• Maintain an organized, polished, and client-ready reception area, conference rooms, and shared office spaces. 
• Coordinate routine office maintenance and facilities requests, serving as the primary liaison with building management to ensure a safe, functional, and professional workplace. 
• Support the planning and execution of client events, team meetings, and office initiatives for the Westbrook location. 

Administrative & Operational Support

• Maintain accurate and timely documentation by recording meeting notes and updating client information within Redtail CRM. 
• Prepare, organize, and maintain client files in accordance with company procedures and compliance standards. 
• Review applications and client paperwork for completeness, ensuring all required signatures, dates, and supporting documentation are obtained prior to processing. 
• Prepare, reset, and organize conference rooms to support client meetings, interviews, and internal events. 
• Monitor office inventory levels and coordinate ordering of office and kitchen supplies to ensure day-to-day operational readiness. 
• Provide general administrative support to advisors and internal teams, contributing to efficient office operations and an exceptional client experience.

Requirements

Must-Have Qualifications

Background and Education:

• High school diploma required, higher education preferred 
• 2–3 years in an administrative role, preferably within a fast-paced office or financial services environment.

Skills and Technology Expertise:

• Strong attention to detail and organizational ability.
• Proactive mindset with minimal need for direct oversight.
• Comfort using CRM systems
• Excellent communication skills, both verbal and written.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account 
• Dental & vision plans 
• Short and long-term disability insurance 
• PTO + 10 NYSE company holidays per year 
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology

Retirement Income Source SFG is an E-Verify employer. 

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.