Are you a skilled Office Administrator who is seeking an opportunity to work for a small business that has a huge impact on the lives of others? Do you have a passion for financial services and love being the gatekeeper for an executive? If so, STOP! We have the position for you! This role will be responsible for coordinating schedules with staff and clients, compliance oversight, meeting the day-to-day needs of the office, and supporting the President with administrative tasks. Experience in a financial services environment is required at this time.
Why you'll love it here:
Consistent, flexible schedule M-F, open to hybrid options
Work alongside other caring individuals like yourself!
Be part of a growing firm in a warm and creative environment
Competitive benefits package and 401K
What you'll need to succeed:
Understanding of life insurance, financial planning, and wealth management
Ability to use CRM systems
Experience giving support to an executive or running an office
Highly organized with a keen eye for detail and fantastic follow-through skills
Flexible to the needs of a small, private company
Warm, caring nature, and a team player!
Some of your day-to-day responsibilities:
Provide top-tier administrative support, ensuring seamless coordination and communication among the executive team, and contributing to the overall efficiency of the office
Act as liaison between Executive and external business associates to ensure that all matters are attended to in an efficient, professional and timely manner
Responsible for meeting coordination, communication tools, video conferencing and scheduling, and organizing proper venue/room setup as needed
Calendar and database management in SharePoint and CRM
Assist in compliance oversight and licensing
Coordinate client and new business meetings efficiently
General office management
Interested? Apply Now! Or send your resume to ariehl@staffsol.com