Are you a skilled Executive Office Administrator 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 planning 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 planning services environment is required at this time.
Comp B.O.E $75K-$85K plus bonus
Why you'll love it hre:
- 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/or 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
