Do you enjoy utilizing organizational, customer-focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm in Huntsville, AL is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity.
The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management, and welcoming clients to the office.
This team member will be instrumental in ensuring clients have the most memorable, positive experience.
Minimum Requirements:
HS Diploma
2+ years of experience managing a busy office
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Industry experience preferred, but not required
This position requires you to possess the following skills:
Ability to prioritize projects and manage time
Provide outstanding customer service
Excellent communication; both verbal and written
Good nature, positive attitude
Self-directed initiative
A desire for continuous learning
Ability to adhere to complex regulatory and compliance requirements
Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills; both verbal and written
Polished interpersonal and presentation competencies
Thrive in a "time-sensitive" environment and adaptable to changes without affecting the quality of work
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Answer phones and greet clients in a friendly, warm manner
Scheduling meetings and appointments
Managing the advisors calendar
Recording notes from client conversations in an accurate manner into CRM
Inputting prospects and keeping the database/CRM (Red-Tail) program up to date
Handle new clients gift bags, get-well cards and gifts
Help with marketing events
Salary:
$40,000-$50,000
Benefits:
Health Insurance
401k
PTO
Hours:
Monday-Friday: 8:30 am - 5:30 pm
Presented by Advisor Employee Services Thank you for your interest in the Office Assistant 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 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!