1 Office Administrator Job in Cockeysville, MD
Jacob William Advisory is Hiring an Office Administrator Near Cockeysville, MD
Job Description
We're searching for a diligent Director of First Impressions to provide administrative support and bring positive energy to our wealth management office. You’ll be responsible for responding to all Client requests and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and maintaining the physical office space and equipment. Applicants should be extremely thorough, possess excellent communication skills, and have a background in customer service. Send us your resume today to become part of the team!
Compensation:$55,000 yearly
Responsibilities:- Answer phone calls and emails to act as a liaison between clients and staff members to improve customer retention and referral rates
- Create and implement data entry protocols to streamline processes and increase productivity
- Buy materials for the office when necessary
- Maintain physical office space, supplies, and equipment
- Become proficient in and own operational processes to streamline Advisor activity
- Shows ability to quickly finish very detailed work
- Enjoys talking with customers and can communicate through verbal and written channels
- Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues
- Prior experience in office management or our industry is a plus
- Salesforce and Calendly preferred
- Bachelor's degree preferred
Jacob William Advisory is a dynamic and growing wealth management firm. Our focus is to serve our clients' needs beyond their expectations. This commitment to service is grounded in our core values and is critical to creating independence for our clients and our team members. With our client-centric approach, we bring a sense of urgency, success, clarity, and caring to everything we do.
Our process is thorough, precise, and personalized. We understand how to tailor and simplify complex financial advice, working closely with our clients as trusted advisors to pursue goals and create financial independence. We believe that education is the key to transparency. We work to ensure our clients understand our investment process and strategies because these important financial decisions directly impact their lives.
Job Summary
Full Time
$112k-148k (estimate)
05/03/2024
05/20/2024
jacobwilliam.com
Lutherville Timonium, MD
<25
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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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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.
02/16/2022: La Crosse, WI
Office Administrator ensures general management of the office, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning.
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The Office Administrator is ensuring the security of office records/classified materials, equipment and office machines.
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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.
