Office Services Administrator
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:
Benefits:
- Paid Holidays and Paid Time Off
- Paid Training
- Healthcare premium allowance after 90 days
- 401(k) after one year
Hours:
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!
