Office Manager/Administrative Assistant

Company Profile:

At B-FinancialWise, our mission is to provide comprehensive financial guidance and support to individuals and families, with a focus on ensuring their financial security and empowerment. We offer comprehensive financial planning services, including estate planning, money management, tax planning, investing, and more. In addition, we are committed to helping students and families achieve their higher education goals through our college planning service. Our goal is to help our clients navigate the complex world of personal finance, so they can build a brighter future for themselves and their loved ones.

Job Summary:

We are seeking a dynamic and organized individual to join our financial services company as an Administrative Assistant. The successful candidate will play a crucial role in supporting the smooth operation of our office by handling various administrative tasks and customer interactions. This will be a Part-time hourly job with around 10-15 hours per week and must be willing to work some night time seminars and will be a 1099 employee.

Responsibilities:

Seminar and Meeting Support:

Create seminar folders for company events.
Prepare discovery meeting folders with necessary materials.
Contact customers directly to gather required details for seminars and meetings.
Conduct customer calls and follow-up calls to obtain additional information.

May be asked to assist in evening seminars held once or twice a week from 5:30-7:30PM during peak seasons of the year.

CRM Management:

Input customer information into the company CRM system.
Maintain accurate and up-to-date customer records.

Post-Event Procedures:

Post seminar evaluation form calls.
Update post-discovery meeting details, including activities in CRM, sending thank-you emails, selecting packages, sending invoices, and welcome emails.

Customer Interaction:

Handle RSVP calls and manage customer communications.
Respond to Square messages from clients promptly.

Documentation and Organization:

File customer folders systematically for easy retrieval.
Keep electronic and physical records organized.

Seminar Bookings:

Coordinate and book locations for company seminars.

Qualifications:

• Proven experience in office management or administrative support roles.
• Proficiency in using CRM systems and office software.
• Ability to handle customer interactions with professionalism and courtesy.

Additional Skills (Preferred):

• Two - Five years of relevant work experience.
• Strong communication skills, both written and verbal.
• Excellent organizational and multitasking abilities.
• Familiarity with financial services terminology and processes.
• Experience using GoHighLevel or similar CRM platforms.
• QuickBooks/Bookkeeping experience a huge plus.

If you are a detail-oriented individual with a passion for organization and customer service in the financial services industry, we invite you to apply for this exciting opportunity. Please submit your resume.

Job Types: Part-time, Contract

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule

Education:

• Associate (Required)

Experience:

• Office management: 2 years (Required)

Ability to Commute:

• Houston, TX 77027 (Required)

Work Location: In person

Salary : $20 - $25