Are you looking for an opportunity to utilize superior client service skills? We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established retirement planning firm.

Strong Tower Associates in State College, PA is seeking to add an Office Administrator to our team! Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology.

The purpose of this position is to ensure smooth day-to-day operations for the advisor while providing superior customer service to existing clients and prospects. Position requires employee to perform industry specific tasks such as application submission, account servicing tasks including withdrawals, CRM management, and appointment preparation. Other responsibilities include development of positive client relationships and compliance support.

This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help the advisor prepare for and follow-up on appointments. Other daily, weekly, and monthly tasks may include:

Presented by Advisor Employee Services Thank you for your interest in the Client Services Associate role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!