About the Job

Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do working on and planning events give you great joy? 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 Lord and Richards, 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 at both events and in the office. 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 marketing task and collaborating with both the Senior Marketing Coordinator and the Senior Administrative Manager to accomplish goals set forth.

Because our environment is fast-paced and we are an innovative and growing company, all of 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.

Serious applicants only please. We are looking for a long-term fit. This role serves as a hybrid between work within the administrative assistant realm and working with our marketing team on marketing strategy and live events. The role will see about an even distribution of work with both areas of responsibility. To be considered, please submit the following with your application:

A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
A resume.
Three references with contact information.

Position Details

Commitment: 36 hours per week, Schedule has some flex based on when events are taking place but also Monday - Friday with Friday being half days 8am to Noon.

Compensation: Starting salary range is $55-62K, plus full medical and dental benefits and a generous retirement benefit plan. Medical benefits covered almost fully by the company! All Holidays off including the week between Christmas and New Year's and Your Birthday!

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
Ability to execute live events serving as the key point of contact throughout
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.

Marketing & Communications Support

Work with the Senior Marketing Coordinator on event scheduling, attendance, logistics around the events
Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires.
Assist with preparation of proposals for executing client and prospect events
Review and proof marketing materials, letters and communication pieces.
Research, input and organize prospect data in CRM system and provide executive summary of findings.
Flexibility to work evening events approximately 6-8 times a month

Lord and Richards, Inc.

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