Office Administrator

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.

Job Description:

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.

Key Skills:

• Highly organized with strong follow-through
• Process driven while completing tasks
• Ability to prioritize day-to-day responsibilities and projects and manage time
• Resourceful in problem resolution
• Keen attention to detail and accuracy
• Phenomenal communication skills, both written and verbal, and ability to build trust with clients
• Operate with a proactive approach when dealing with advisor and clients
• Cooperative and team-player, ready to collaborate and adapt

Minimum Requirements:

• Associate’s degree minimum
• Minimum 2 years working in an office/client service environment, preferably in financial services
• Strong technology skills, highly proficient with Microsoft Word and Excel and the ability to learn new software quickly
• Willing to obtain Securities Industry license and/or PA health & life insurance license

Responsibilities:

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:

• Receive incoming client service calls in a friendly, warm manner
• Record notes from every client conversation in the CRM
• Complete and process new business applications
• Create and update appropriate client file for each account
• Complete and process account servicing paperwork
• Update records to reflect account service or new business status
• Manage advisor’s calendar and prep for all client meetings
• Attend seminars/workshops and follow up with seminar attendees
• Work independently and proactively to meet personal and business goals

Salary:

• $40,000-$50,000 , based on experience

Benefits:

• Health insurance stipend
• Generous PTO
• Paid federal holidays
• 401(k) matching
• Half-days on summer Fridays

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!