What are the responsibilities and job description for the Business Development Coordinator position at First Financial Planners?
Job Title: Office Manager & Appointment Setter
Overview:
First Financial Planners is dedicated to helping clients achieve their financial goals. We specialize in personalized comprehensive financial and tax planning solutions, implemented into a Strategic Plan design.
Salary:
A competitive salary commensurate with experience, plus incentive pay and bonuses based on performance.
Key Responsibilities:
- Open and close the office daily and ensure it is prepared for business operations.
- Answer phone calls promptly and professionally, directing them to the appropriate parties.
- Contact potential clients, discussing their financial concerns and needs, and converting leads into appointments.
- Maintain accurate records within Redtail CRM client management software.
- Develop and implement workflows for all office functions for Marketing, Prospecting, Client Onboarding & Servicing.
- Delegate daily tasks to appropriate staff along with monitoring status and completion of such tasks.
- Register and screen prospects for upcoming events and workshops.
- Greet incoming clients and offer exceptional service, including providing beverages as needed.
- Oversee office supply inventory and order supplies as necessary.
- Prepare meeting materials and folders, ensuring delivery of financial plans.
- Assist in setting up, cleaning up, and checking in for workshops and seminars, as well as other duties as needed.
Requirements:
- Proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
