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Office administrator
$85k-111k (estimate)
Full Time 1 Week Ago
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Advisor Employee Services is Hiring an Office administrator Near Springfield, MO

Part-Time Marketing & Appointment Coordinator / Office Administrator

Advance your career and truly make a difference! An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills, seeking to join a well-established Independent Advisory and Financial Services Company, The Gregory Group , in Springfield, MO.

  • Are you a motivated individual with a passion for marketing and a genuine interest in communicating with prospects daily?
  • Do you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office?

We are seeking a strong team player for the role of Marketing and Appointment Coordinator whose job is to help with marketing strategies and set appointments for our financial professionals.

A sharp phone presence with excellent listening skills, and the ability to manage multiple tasks at one time is required to be successful in this role.

We are looking for a go-getter who is willing to learn and grow with our firm!

This team player would also play a key role as an Office Administrator responsible for running and coordinating 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. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!

Minimum Requirements :

  • HS Diploma
  • 2 years of experience managing a busy office
  • Financial Industry knowledge / experience strong preferred
  • Previous experience in a relatable appointment setting or sales role
  • Experience with MS Office and the ability to learn new software quickly
  • Experience with a CRM
  • Exceptional time management skills
  • Proven record of getting prospects / clients engaged over the phone

This position requires that you possess the following skills :

  • Excellent communication and organizational skills (verbal and written)
  • Provide Outstanding customer service
  • Ability to engage prospects and clients
  • Ability to prioritize projects and manage time
  • Consistent follow-through
  • Assist team with administrative tasks, as needed
  • Perform other duties and projects as assigned
  • Ability to adhere to complex regulatory and compliance requirements

Key Traits :

  • Good-nature, positive attitude, Self-directed initiative
  • Strong work ethic
  • Attention to detail and accuracy
  • An entrepreneurial perspective to build client base
  • Great customer service skills
  • Present self with a professional and polite manner

Responsibilities : Marketing and Appointment Coordinator

  • Ensure marketing strategies are reaching the target audience for each campaign
  • Attend seminars and workshops
  • Calling and scheduling prospective client visits
  • Consistent follow-up with prospective client visits
  • Accurate entry of data into CRM system from prospecting and marketing efforts
  • Perform other duties and projects as assigned
  • Organize, track, and keep accurate records of marketing efforts via CRM

Responsibilities : Office Administration

  • Answer phones and greet clients in a friendly, warm manner
  • Calling and scheduling with client review visits
  • Consistent follow-up with current clients visits
  • Complete and process new client applications; accuracy being pertinent
  • Process transactions
  • Handle beneficiary changes / withdrawals
  • Record client notes into CRM
  • Input prospects and keep database / CRM program up to date

Salary : $18 - $19 / hour

Presented by Advisor Employee Services Thank you for your interest in the Part Time Marketing & Appointment Coordinator / Office Administrator role.

Advisor Employee Services, a consulting firm located in Overland Park, 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. 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.

Last updated : 2024-04-23

Job Summary

JOB TYPE

Full Time

SALARY

$85k-111k (estimate)

POST DATE

04/25/2024

EXPIRATION DATE

05/02/2024

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The job skills required for Office administrator include Customer Service, Time Management, Initiative, Scheduling, Self-Directed, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Office administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office administrator. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Office administrator positions, which can be used as a reference in future career path planning. As an Office administrator, it can be promoted into senior positions as an Administrative Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office administrator. You can explore the career advancement for an Office administrator below and select your interested title to get hiring information.

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If you are interested in becoming an Office Administrator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Office Administrator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Office Administrator job description and responsibilities

The office administrator will work closely with staff to provide administrative support and delegate tasks to members of the administrative team to facilitate efficient workflow.

01/16/2022: Santa Cruz, CA

Office administrators are responsible for administrative and organizational tasks, and they make sure that employees remain focused on assigned tasks.

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Office Administrator ensures general management of the office, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning.

01/18/2022: Portland, ME

The Office Administrator is ensuring the security of office records/classified materials, equipment and office machines.

01/09/2022: Twin Falls, ID

The Office Administrator prepare, format and quality check documents such as reports, spreadsheets, fee proposal letters, memos, minutes, etc., using Microsoft Office applications.

02/20/2022: Provo, UT

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Office Administrator jobs

Office Administrator must possess adaptability to work under pressure.

12/28/2021: York, PA

Must be proficient with technology (Google Drive, MS Office, etc.).

02/26/2022: Newport News, VA

To become a Office Administrator he/she must have the ability to use a desktop computer and office suite software packages.

12/15/2021: Canton, OH

Proven experience as an office administrator, office assistant or relevant role.

01/20/2022: Charleston, WV

Excellent knowledge of MS Office and office management software (ERP etc.).

02/20/2022: Huntington, WV

Step 3: View the best colleges and universities for Office Administrator.

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