What are the responsibilities and job description for the Administrative Manager position at First Financial Planners?
Office Manager & Appointment Setter
We are seeking an exceptional individual to join our team as an Office Manager & Appointment Setter. This pivotal role requires strong communication skills, effective task management, and proficiency in business development and administrative management.
About Us:
First Financial Planners is a leading financial advisory practice committed to helping clients achieve their long-term financial goals.
Salary:
A competitive salary commensurate with experience, plus incentive pay and bonuses based on performance.
Responsibilities:
- Manage day-to-day office operations, ensuring seamless workflow and high-quality client service.
- Build relationships with clients, prospects, and staff, maintaining open communication channels.
- Convert leads into appointments by discussing financial concerns and needs.
- Accurately record and maintain data within Redtail CRM client management software.
- Design and implement efficient workflows for office functions.
- Delegate tasks effectively, monitor progress, and ensure timely completion.
- Coordinate event registration, screening, and workshop setup.
- Provide exceptional client service, including beverage offerings.
- Manage office supply inventory and ordering.
- Preliminary meeting materials and folders, ensuring timely delivery of financial plans.
Qualifications:
- Strong proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
