Office Administrator

Position Overview: The Office Administrator plays a vital role in ensuring smooth day-to-day operations at Cyr Financial. This position involves a blend of client service, administrative tasks, and office management. As the first point of contact for clients, both in-person and over the phone, you will provide exceptional service while supporting the Lead Advisors in helping clients achieve their financial goals. A positive attitude, attention to detail, and the ability to multitask are essential for success in this role.

Key Responsibilities:

Client Interaction & Communication:

• Act as the primary point of contact for clients, answering calls, greeting visitors, and addressing inquiries or directing them to the appropriate team members.
• Schedule and coordinate appointments, ensuring the efficient use of time for both clients and team members.
• Maintain positive relationships with clients, responding to their needs promptly and ensuring they feel informed and valued.

Administrative & Office Management Support:

• Manage office records, both physical and digital, ensuring that all client documents are current, confidential, and well-organized.
• Assist in preparing financial reports, presentations, and client-facing materials while accurately processing client transactions, paperwork, and correspondence in a timely manner.
• Oversee daily office operations, including inventory management, ordering supplies, and ensuring the office environment remains professional and welcoming.

Data Management & Organization:

• Ensure accurate, timely data entry into client management systems and databases.
• Help maintain a system for tracking appointments, follow-ups, and client communication.

Team Support & Collaboration:

• Collaborate closely with Lead Advisors to address client needs, ensuring requests are handled promptly and professionally.
• Provide support with special projects as needed and help improve office processes for greater efficiency.

Confidentiality & Compliance:

• Adhere to all privacy and confidentiality protocols, ensuring that sensitive client information is protected at all times.
• Comply with office procedures and industry regulations to maintain confidentiality and protect the integrity of client data.

Qualifications:

• Previous experience in an office administrative role, preferably in a financial industry or similar client-focused environment.
• Strong organizational skills and the ability to multi-task effectively.
• Excellent verbal and written communication skills.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.) and client management software.
• Ability to maintain confidentiality and exercise discretion with sensitive information.
• A positive attitude, strong work ethic, and a professional demeanor.
• Ability to work both independently and as part of a team.

Education & Experience:

• High School diploma or equivalent required; Associate's or Bachelor's degree preferred.
• Previous experience in a financial industry setting is a plus.

Work Environment:

• This is an office-based position with regular working hours, Monday through Friday.
• Professional, client-focused atmosphere requiring high levels of accuracy, attention to detail, and strong interpersonal skills.

This is an exciting opportunity for a highly organized individual who enjoys working in a dynamic, client-facing role. If you are detail-oriented, proactive, and dedicated to providing outstanding client service, we encourage you to apply.

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Ability to Commute:

• Hennepin, IL 61327 (Required)

Work Location: In person

Salary : $20 - $23