What are the responsibilities and job description for the Office administrator 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 financial firm in Dunmore, PA area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology.
An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Minimum Requirements :
- Associates degree preferred
- 2 years of administrative experience preferred
- Proficient with MS Office Suite
- Experience with a CRM (Redtail preferred)
Key Traits :
- Highly personable with a positive attitude
- Excellent communicator
- Ability to work independently with little supervision
- Remarkable organizational and prioritization skills, with meticulous attention to detail
- Goal-driven team player with a results-driven approach
- Strong work ethic
- Great customer service skills
- Present self with a professional and polite manner
Position Responsibilities :
- Receive incoming client calls in a friendly manner
- Input prospects to database
- Manage Advisors calendar
- Set, reschedule and confirm appointments
- Team support
- Assist in Business Development by Nurturing Relationships with Clients and Prospects
- Keep CRM updated with client interaction
- Work independently and proactively to meet personal business goals
- Convert Marketing Leads to first appointments
Salary :
$50k-$60K annually
Benefits :
- Monthly allowance for health insurance after 6 months
- Generous PTO
Hours :
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 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!
Last updated : 2024-11-19
Salary : $50,000 - $60,000
