What are the responsibilities and job description for the Front Office Supervisor position at First Financial Planners?
Administrative Manager - Office Manager & Appointment Setter
Description:
The successful candidate will be responsible for managing day-to-day office operations, building relationships with clients, prospects, and staff, and contributing to the growth and success of First Financial Planners.
Company Overview:
We are a leading financial advisory practice dedicated to helping clients achieve their financial goals through comprehensive financial and tax planning solutions.
Compensation:
A competitive salary commensurate with experience, plus incentive pay and bonuses based on performance.
Main Responsibilities:
- Day-to-day office operations management, ensuring smooth workflow and high-quality client service.
- Client relationship building, communication, and maintenance.
- Lead conversion through discussion of financial concerns and needs.
- Redtail CRM data recording and maintenance.
- Efficient workflow design and implementation for office functions.
- Task delegation, monitoring, and timely completion.
- Event registration, screening, and workshop coordination.
- Exceptional client service, including beverage offerings.
- Office supply inventory management and ordering.
- Meeting materials preparation and folder delivery.
Requirements:
- Proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
