Job Description

We are seeking a dynamic, motivated, and efficient office administrative associate to join our expanding team at HDCI. This role combines administrative responsibilities in life insurance processing, retirement plan support, and marketing initiatives. This position offers an opportunity to grow with HDCI, a multigenerational wealth management firm specializing in financial planning for high-income families and businesses. Experience and or knowledge of life insurance is a huge plus.

Key responsibilities:

Life Insurance Administration:

• Process new life insurance applications and provide ongoing client service centered around the insurance side of our business.
• Collaboration as part of the financial planning processes, learning the different approaches to life insurance and how we utilize it in comprehensive wealth management.
• Experience with life insurance is a huge plus and would warrant the higher end of the salary range.

Retirement Plan Support (on the job training provided):

· Assist the retirement plan specialist with various support tasks.

· Communicate with participants of company-sponsored retirement plans.

· Handle administrative follow-ups and other support aspects.

Marketing Initiatives:

• Promote HDCI's ideas and brand through social media and contacts.
• Develop new touchpoints and create graphic designs for presentations.
• Assist in developing and executing marketing campaigns for financial processes and services.
• Organize and manage the annual client event schedule.
• This position requires a blend of creativity and analytical skills to effectively. communicate our brand message and engage with clients, prospects and centers of influence.

Qualifications:

• College degree required
• Experience and/or knowledge of life insurance is highly valued
• Marketing background preferred but not required
• Strong verbal and written communication skills
• Blend of creativity and analytical skills
• Proactive approach to problem-solving
• Ability to work independently and as part of a team

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