What are the responsibilities and job description for the Administrative Professional position at South Shore Retirement Services?
Daily Responsibilities
As an Administrative Assistant, you will be responsible for managing various tasks to support the financial advisor and contribute to the growth of our business. Key responsibilities include:
- Answering Phones: Greet clients and prospects in a friendly and professional manner.
- Maintaining Office Supplies: Ensure a well-stocked office and manage outgoing correspondence.
- Database Management: Accurately record client information and maintain database integrity.
- Event Planning: Coordinate appointments, meetings, and events with clients and colleagues.
To succeed in this role, you must possess:
- Exceptional Communication Skills: Verbal and written communication skills, with a focus on building strong relationships with clients and colleagues.
- Organizational Abilities: Prioritize tasks, manage time effectively, and meet deadlines.
- Technical Skills: Proficiency in MS Office Suite and CRM software.
Benefits Package:
- Salary: Competitive compensation package.
- Benefits: Health insurance and 401(k) plan available.
Company Overview
South Shore Retirement Services is a trusted name in the financial industry, dedicated to delivering exceptional service to our clients. We strive for excellence and seek talented individuals to join our team.
