Administrative Professional

Job Title: Administrative Professional

Location: Premier Planning Group

221 E. 4th Street, Suite 405

Cincinnati, OH 45202

Position Type: Full-Time

Hours: 8:30am – 5:00pm, M-F

Who We Are

Premier Planning Group, LLC is a wealth management firm committed to offering financial planning services tailored for families and business owners. Our team is dedicated to helping our clients achieve their financial goals and secure their future. Whether you're planning for your family's future or strategizing for your business's growth, we're here to provide you with personalized solutions. We offer insurance and financial services through Ameritas Investment Company (AIC), and securities and investments through Ameritas Advisory Services (AAS). We are represented in three offices over three states – Phoenixville, PA, Cincinnati, OH/Northern KY, and Toledo, OH.

The Role

As an Administrative Professional, you will be a valuable partner in maintaining office organization and harmony. Your primary responsibility will be to ensure the office operates smoothly and efficiently. You are a critical team member who facilitates client communication, general office responsibilities and collaborates with the entire team to provide a high-level client experience. The role demands a strong work ethic, interpersonal skills, attention to detail, and a genuine passion for assisting clients.

Key Responsibilities

● Manage calendars, and schedule meetings

● Answer and direct phone calls, emails, and other correspondence

● Establish and proactively maintain positive relationships with clients.

● Order office supplies and manage inventory

● Handle confidential information with discretion

● Maintain accurate client records and documentation within the firm’s CRM (Client Relationship Management) system, providing timely updates as needed.

● Collaborate with team members to effectively create and maintain the firm’s daily logs, procedures, and processes to meet regulatory standards.

General office administrative tasks

Desired Qualifications

● High School diploma or equivalent (associate or bachelor’s degree preferred)

● Strong organizational and time-management skills

● Excellent written and verbal communication

● Experience using the Microsoft Office Suite.

● Experience using Client Relationship Management software (CRM) to update client information, document client notes, workflows, tasks, and appointments.

● Detail-oriented with a professional demeanor and customer service mindset.

Compensation & Benefits

• Expected starting annual salary range is $40k - $45k, commensurate with experience
• Bonus potential tied to firm and personal performance
• Health, Dental, Vision insurance
• Life & disability insurance
• 401 (k) Plan with company match, up to 4%
• Paid time off and holidays (25 total)
• Hybrid work schedule (Friday WFH), after 90 days
• Paid parking
• Educational Opportunities

How to Apply

If you meet the qualifications and want to join this team of talented individuals, please send your resume to Joel Kubala, Director of Financial Planning and Office Management at [email protected].

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Application Question(s):

• Can you work onsite in our downtown Cincinnati location?

Education:

• High school or equivalent (Required)

Language:

• English (Required)

Location:

• Cincinnati, OH 45202 (Preferred)

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Cincinnati, OH 45202 (Required)

Work Location: In person