What are the responsibilities and job description for the Office Administrator position at GRP Retirement Planning?
About Us
We are a growing retirement planning firm dedicated to delivering an exceptional client experience. Our team works hard, supports one another, and takes pride in helping hardworking individuals plan for their future.
Position Overview
We are seeking a reliable, organized, and personable Office Administrator to join our team in Westbrook, Maine. This role is essential to keeping our office running smoothly and ensuring every client and guest feels welcomed and valued from the moment they walk through the door.
Key Responsibilities
- Coordinate and manage advisors’ calendars, appointments, and scheduling
- Greet clients and guests warmly, creating a welcoming and professional environment
- Ensure clients feel comfortable and at home during their visit
- Provide administrative support to advisors and team members
- Maintain organization of the office, including supplies, files, and common areas
- Assist with general office operations and day-to-day tasks
- Help create a positive, client-focused atmosphere at all times
- Prepare meeting rooms for client appointments (materials, refreshments, technology setup)
- Assist with client onboarding tasks such as paperwork preparation, scanning, and document organization
- Maintain accurate client records in CRM systems and ensure data is up to date
Qualifications
- Strong organizational and time management skills
- Excellent communication and interpersonal abilities
- Friendly, professional, and customer-service oriented
- Ability to multitask and stay detail-oriented in a fast-paced environment
- Proficiency with basic computer systems (calendar tools, email, etc.)
- Prior administrative or office experience preferred, but not required
What We Offer
- Competitive salary ($50,000–$55,000)
- Stable, full-time schedule (Monday–Friday)
- Supportive team environment
- Opportunity to grow within a respected financial planning firm
How to Apply
If you enjoy working with people, staying organized, and being a key part of a team, we’d love to hear from you. Apply today to join our Office Administration Team in Westbrook!
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Work Location: In person
Salary : $50,000 - $55,000