What are the responsibilities and job description for the Administrative Assistant / Appointment Setter position at 1st Choice Financial Services?

Are you a detail-oriented professional who thrives in a client-facing environment? Do you enjoy coordinating schedules, managing workshops, and supporting a dynamic financial advisory team?

If you excel at customer service, appointment setting, and office operations, you can join a growing firm dedicated to helping individuals achieve financial security and retirement success.

Why This Role?

Client-Focused Impact : Serve as clients' first point of contact, ensuring a seamless experience from initial contact to ongoing appointments.
Lead Engagement : Play a key role in driving the success of firm workshops and converting marketing-driven leads into scheduled client meetings.
Stable Schedule & Full Benefits : 36-hour work week with full-time benefits, including 401(k) matching, dental, vision, and paid time off.

Key Responsibilities :

Workshop & Appointment Coordination

Confirm and manage workshop registrations through calls and emails.

Follow up with registrants to ensure attendance and schedule post-event appointments.

Track attendance, prepare materials, and handle workshop logistics.

Make warm calls to leads, engage prospects, and secure advisor appointments.

Front Desk & Client Experience

Answer phones, greet clients, and manage appointment scheduling.

Prepare meeting packets and set up conference rooms.

Ensure a welcoming and professional office environment.

Administrative & Operational Support

Handle mail, office supplies, and document filing.

Assist financial advisors and team members with administrative tasks.

Support workshop and client events as needed

Skills & Attributes :

Outstanding verbal and written communication skills.

Detail-oriented, with strong time management abilities.

Proactive and client-service driven, creating a positive client experience.

Comfortable making warm calls to secure appointments.

Qualifications :

Associate’s degree OR 2 years in customer service or administrative roles.

Experience with appointment setting, scheduling, or front desk operations.

Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems.

Preferred :

Experience in financial services, insurance, or professional office environments.

Event coordination and CRM database management experience.

Compensation & Benefits :

17 per hour (based on experience).

Full-time benefits package : 401(k) matching, dental, vision, PTO.

36-hour work week : Monday-Thursday (9 AM - 5 PM), Friday (9 AM - 1 PM).

About 1st Choice Financial Services :

1st Choice Financial Services is a leading financial advisory firm committed to guiding clients toward financial security and retirement success.

Our personalized approach ensures clients receive tailored financial strategies to meet their unique goals. As our firm grows, we seek dedicated professionals to join our team and contribute to our client-centric mission.

If you are ready to contribute your administrative talents to a growing financial advisory firm, apply today to join the 1st Choice Financial Services team.

Salary : $17

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Administrative Assistant / Appointment Setter

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