Office Administrator

Do you enjoy utilizing organizational, customer focused skills while handling the everyday occurrences in a successfully operating office? Group 10 Financial, LLC is an established innovative, professional, and customer focused financial planning firm in Maitland, FL. We are looking for an Office Administrator to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our clients first, focused on supporting them, and we are passionate about making a transformational impact in the families that we help. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, to support and love on our clients while being extremely detail-oriented, please apply today!

Our work environment includes:

• Modern office setting
• Growth opportunities
• On-the-job training
• Learning and Personal Development opportunities
• Team-focused approach
• Generous benefits package
• Bonus and Incentive Plans

Those applying should be passionate about providing world-class service, highly detail-oriented with great interpersonal skills, punctual, dependable, and with a great work ethic determined to get the job done right, and who want to work in a fast-paced team-oriented environment. We are looking for an individual who preferably has experience in the financial services industry and is interested in working directly with clients and actively contributing to their overall satisfaction. A successful candidate will also be responsible for responding to client inquiries, setting the tone by making a great first impression for the firm, speaking directly to clients and prospective clients, working with the team on various projects, assisting with live events when needed, and processing paperwork for our wealth management firm.

This position requires that you possess the following skills:

• Ability to prioritize projects and manage time
• Provide outstanding customer service
• Excellent communication – both verbal and written
• Good-natured, positive attitude
• Desire to ensure that our client families have the most memorable and positive experience.
• Self-directed initiative
• A desire for continuous learning
• Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Client Service & Account Processing:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones and greet clients in a friendly, warm manner
• Provide account information to clients
• Respond to client inquires on administrative questions
• Record notes from client conversation in an accurate manner
• Enter and maintain databases/ CRM of clients and prospects accurately
• Complete and process new client applications (new business processing); accuracy being pertinent
• Opening, closing, and transferring of accounts
• Process services requests and transactions (such as beneficiary changes, withdrawals, etc.)
• Accurately complete, process and upload paperwork, applications, and service forms to portal
• Track paperwork submitted to finish and communicate with clients on the status of their paperwork
• Input client financial information in financial planning software
• Attend and contribute to team meetings
• Assist in organizing events, supplies, and promotional material
• Attend Seminars and live events.
• Willingness to flex and be back up support for all other positions consisting of varied tasks as needed
• Follow existing processes and help develop new processes that increase ease of work-flow
• Work under pressure with deadlines approaching.

Office Administration:

Tasks related to assisting the Financial Advisor in managing the office to exceed client and regulatory expectations include:

• Set appointments
• Manage Advisor's calendar
• Assist with travel arrangements
• Keep database up to date and accurate
• Order supplies & process expenses
• Sort and distribute all mail

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Application Question(s):

• Why do you believe this job is a good fit for you?
• What are your best skills in dealing with clients?
• What are you doing currently and what are some of your career goals moving forward?
• What is your education and work experience with computers and technology?
• What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
• Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

Education:

• Bachelor's (Required)

License/Certification:

• Life & Health Insurance License (Preferred)
• securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Work Location: In person

Salary : $45,000 - $55,000