Description

Golden Reserve of Ohio is looking to hire a full-time Office Manager/Receptionist/Regional Client Administrator to work at our Maumee office and provide support for our surrounding offices in the Northwest Ohio region (Maumee, Findlay, and Lima offices). Do you just love talking to clients all day while keeping an office running smoothly? Are you interested in learning more about retirement planning? Are you an office professional who is up for a challenge and ready to work hard in a fast-paced environment?

Are you looking for an innovative company where there is an opportunity for growth? If so, please read on! The annual salary for this position starts at $40,000.00, depending on experience. We also offer a robust benefits package which includes medical, dental, vision, a 401(k) plan, and paid time off (PTO). We are closed for one week at Christmas and one week over the 4th of July for which employees are paid on top of their individual PTO! If this sounds like the opportunity you’ve been looking for, apply now! 

A DAY IN THE LIFE AS REGIONAL CLIENT ADMINISTRATOR

As a Regional Client Administrator, you are the quarterback for our regional team who helps keep everything on track and running smoothly! You are the first point-of-contact controlling all incoming and outgoing client communication both on the phones and when families enter our office space. Your excellent organizational skills keep you and your teammates “on the ball.” You are also on the front line when it comes to interacting with clients and internal team members, using your excellent communication and interpersonal skills to ensure that their needs are met.

You always greet prospects and clients with a welcoming smile. Whether answering phones, scheduling client meetings, or prepping the advisors for meetings, your warm demeanor comes through in all your interactions. You put your attention to detail and ability to prioritize tasks effectively to good use as you manage all of your region’s attorney and staff calendars, take and relay messages, and coordinate all regional mail and deposits.

WORK SCHEDULE

Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. 

Careers Page: 

https://goldenreserve.com/careers/ 

To get a better feel for us, please feel free to check out our #expeditionretirement podcast and radio show: 

https://goldenreserve.com/radio-and-podcast/ 

Requirements

• Requirements 2 years of experience in office administration or receptionist duties 
• Excellent level of proficiency with Microsoft Office 
• Familiarity with CRM systems 
• Excellent grammar, spelling, writing, and proofreading skills 
• Organizational and multitasking skills 
• Must be Notary Public or willing to obtain Notary Commission after hire