What are the responsibilities and job description for the Administrative Assistant position at Arogos?
Position Summary and Responsibilities :
The Administrative Assistant will possess 1 to 2 years of experience supporting a financial advisor or financial services experience. They will provide high-level professional support to the Financial Advisor and clients, timely handling all service requests, administration of new business processing; scheduling, preparing for and following up on client appointments client relationship management system.
Primary Tasks :
- Respect and protect sensitive client information.
- Answer phone handling inquiries within my capacity and arrange callbacks as necessary.
- Provide advisor with reason for the contact and backup information for any callbacks.
- Contact clients and prospects for appointments.
- Confirm appointments and coordinate rescheduling.
- Prepare for meetings including reports, agenda and other necessary items.
- Greet clients professionally and ensure conference room prep and upkeep.
- Provide polite and professional communication.
- Data entry / maintenance for all new and existing clients and households.
- Manage incoming client service requests, assign tasks, and confirm completion.
- Timely new business application management, collecting data from clients, monitoring, and follow-up through the processing cycle, from submission to the reporting, and delivery phase.
- Receive, open and disperse mail daily. Arrange essential mail in priority action order for advisor.
- Administer Advisor licensing and contracting support and maintain all licensing renewals.
- Attend Virtual Administrative Assistant Meetings to gain knowledge in systems and processes.
- Constantly grow through Administrative Assistant Tutorials on our systems and products.
Technology Knowledge, Skills and Attributes :
Professional Skills and Attributes :
Location
Oklahoma City
Hybrid after first 8 weeks of training : 3 days in office; 2 days remote.
Pay Range
42,000 - $50,000. Monthly discretionary bonus opportunities based on personal performance and advisor production. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications
Hours
Full Time, Monday-Friday : 8am to 5pm, with 1-hour lunch
Benefits
Salary : $42,000 - $50,000