What are the responsibilities and job description for the Administrative Coordinator position at Strategic Wealth Designers?

Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At Strategic Wealth Designers , we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.

Because our environment is fast-paced and we are an innovative and growing company, all our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers, and client relation specialists. We thrive on success and reward hard work.

Skills & Experience Required :

Ability to work independently, good time management and critical thinking
Excellent written and oral communications
Superior client relations skills
Proficiency in Microsoft Office Suite
Ability to handle in-bound calls with ease and confidence
Proof-reading skills
Excellent organizational skills
Ability to work independently with high-level productivity
Willingness to learn new programs.

Duties & Responsibilities

Clients & Team Support :

Greet guests and clients, offer refreshments, give a “wow” client experience.

Answer phones, check for and take messages, connect and field incoming calls for team.

Confirm appointments by phone and email each day and maintain our team calendar.

Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.

Assist with meals for leadership, get orders and pick up team and client lunches.

Marketing & Communications Support :

Assist in creating professional communications and event materials on behalf of leadership in Word, PowerPoint and our CRM system.

Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires.

Assist with preparation of proposals in formatting and printing.

Review and proof marketing materials, letters and communication pieces.

Research, input and organize prospect data in CRM system and provide executive summary of findings.

Office Support :

Organizes incoming and outgoing mail and faxes.

Go-to person for office equipment, printers, and telephones.

Maintains inventory and orders office supplies and hospitality items.

Maintains office appearance and ensures rooms are set for meetings and training sessions, refrigerator is stocked, make coffee, etc. to make the office pleasant.

Position Details

Commitment : Monday–Friday, 8 : 00 AM – 5 : 00 PM (40 hours per week)

Location : 12377 Merit Drive, Dallas, TX 75251

Compensation : Starting salary range is $54,000 - 56,000. Also included are full medical / dental / vision benefits, 401k plan with company match, a generous PTO schedule, and 11 paid holidays including your birthday!

Salary : $54,000 - $56,000

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