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gpac is Hiring an Office specialist Near North, PA
Office Specialist
Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company.
Description :
Position Summary : Retirement Planning firm in the Erie, PA area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology.
An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Position Overview :
The primary responsibility of this position is to provide support to Chief Advisor by organizing and ensuring smooth operations within the office.
Other responsibilities include development of positive client relationship and compliance support.
A summary of the tasks is below :
- Receive incoming client calls in a friendly manner
- Processing new client applications
- Input prospects to database
- Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
- Manage Advisors calendar
- Set appointments, reschedule appointments
- Order office supplies and process expenses
- Keep CRM updated with client interaction
- Work independently and proactively to meet personal business goals
- Assist team with administrative tasks, as needed
- Perform other duties and projects as assigned
If you meet or exceed the expectations described above, please apply today! Email your resume to esther.holtzclawgogpac
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Last updated : 2024-07-10
Job Summary
Full Time
Business Services
$66k-84k (estimate)
07/12/2024
08/17/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re ...
alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
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The job skills required for Office specialist include Customer Service, Attention to Detail, Time Management, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be an Office specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office specialist. Select any job title you are interested in and start to search job requirements.
If you are interested in becoming an Office Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Office Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Office Specialist job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Office Specialist jobs
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Apply for the Exam and Become a Office specialist.
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Step 3: View the best colleges and universities for Office Specialist.
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