What are the responsibilities and job description for the Office Operations Coordinator position at Drake & Associates, LLC?
Job Summary
We are looking for an experienced Office Operations Coordinator to join our team at Drake & Associates, LLC. In this role, you will be responsible for performing a variety of administrative tasks and supporting the financial planning team.
About the Position
- Provide administrative support to the financial planning team
- Maintain accurate records and files for clients
- Prepare correspondence and documents for clients
- Assist with client meetings and events
Responsibilities
- Utilize websites and software to obtain client and product information
- Compare existing solutions to those currently available in the marketplace
- Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Requirements
- 2 years of experience in a fast-paced office environment
- Intermediate to advanced skills with MS Office Suite, specifically Excel
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
