What are the responsibilities and job description for the Office Administrator position at Retirement Income Strategies?
Office Administrator
Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful Financial Planning firm near Madison, WI is seeking an Office Administrator to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team members. The ideal candidate will have at least 2 years of office / administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.
Minimum Requirements :
- HS Diploma
- 2 years of experience in working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
This position requires that you possess the following skills :
Responsibilities :
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as :
Salary
Hours
Need Time?
Let's Stay Healthy!
Save for Retirement!
Bonuses!
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $40,000 - $50,000