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 and Financial Service Company.
Our financial firm in Brecksville, OH is seeking a full-time Office Services Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be 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 for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Minimum Requirements:
2+ years of administrative office experience in a fast-paced environment
Bachelor's Degree preferred
Financial industry experience preferred
Advanced skills with MS Office Suite
CRM experience
This position requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy customer service, to include excellent communication, both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Key Responsibilities:
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, keep Advisor organized, and prep for all client meetings
Set, reschedule and confirm appointments
Run errands as needed
Keep CRM updated with client interaction
Attend seminars/workshops and follow up with the prospects form the seminars
Work independently and proactively to meet personal business goals
Assist Advisors with follow up on Marketing Leads
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
Salary:
$50,000 - $55,000
Benefits:
Paid Holidays and Paid Time Off
Paid Training
Healthcare premium allowance after 90 days
401(k) after one year
Hours:
Monday-Friday, 9am-5pm
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 https://aesplacement.com/. We are not a staffing firm, but together we 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!