What are the responsibilities and job description for the Office Administrator - Financial Firm- Edmond, OK position at Advisor Employee Services?
Office Administrator
Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
Our Retirement Planning firm, Main Street Advisors in (Edmond, OK) area is seeking a full-time Office Administrator. Candidates must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Position Overview:
The primary responsibility of this position is to provide support for the Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include the development of positive client relationships and compliance support.
The primary responsibility of this position is to provide support for the Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include the development of positive client relationships and compliance support.
Key Responsibilities:
- Receive incoming client calls in a friendly manner
- Processing new client applications
- Handle servicing specific client accounts (opening, closing, and transferring of accounts)
- Manage Advisor's calendar, keep Advisors organized, and prepare all client meetings
- Set, reschedule, and confirm appointments
- Attend and coordinate seminars, client events, and networking venues
- Keep CRM updated with client interaction
- Work independently and proactively to meet personal business goals
- Assist Advisors with follow-up on Marketing Leads
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach to Advisors and clients
- Complete and process new client applications
- Respond to client inquiries as needed
- Generate and provide various reports to Advisor
- Follow-up on pending business with companies and clients
Salary:
- $40,000 based on experience
- Bonus structure
Benefits:
- Health Insurance
- 401K
Hours:
- Monday – Friday: 8:30 am – 5:30 pm
- Some seminar attendance
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, 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!
Salary : $40,000
