What are the responsibilities and job description for the Office Administrator position at Advisor Talent Solutions?
Office 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.
Wealth Shield Financial in Bernardsville, NJ is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and 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 to 2 Advisors 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:
- 1 years of administrative office experience in a fast-paced environment
- Bachelor's Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- SalesForce CRM experience preferred
Key Responsibilities:
- Answer phones and greet clients in a friendly, warm manner
- Set, reschedule and confirm appointments
- Assist clients with issues and concerns
- Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
- Keep CRM updated with client interaction
- Support and attend seminars/workshops; sending out and following up on invites, event setup, greeting clients and answering questions
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
- Assist Advisors with follow up on marketing leads
- Ability to take on various projects and follow through to completion
- Work independently and proactively to meet personal business goals
Salary:
- $50,000/year
Benefits:
- Health, dental and vision insurance
- PTO
- 401k with match
Hours:
- In office: Monday – Friday, 10am – 4pm
- Some evenings required for client events
If you meet or exceed the expectations described above, please apply today
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 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. If you feel that you have the skills it takes for the position responsibilities listed, please apply today
Salary : $50,000