**Job Title:** Office Manager / Administrative Assistant / Appointment Setter

**Job Type:** Full Time

**Salary:** Salary $60,000 Paid Vacation Incentive Pay Bonus Health Plan

Benefits:

Competitive salary commensurate with experience, plus incentive pay and bonuses based on performance.

Opportunities for professional development and advancement within the company.

Collaborative and supportive work environment with a focus on teamwork and mutual success.

**Experience:** 3 years Business Development, Lead Conversion Experience Required, Financial Services Experience desired.

**Reports To:** Principal of Business

**Company Overview:**

As a CPA and Financial Advisor, we are dedicated to helping our clients achieve their financial goals. We specialize in personalized comprehensive financial and tax planning solutions, implemented into a Strategic Plan design.

**Job Summary:**

We are looking for an exceptional Office Manager / Administrative Assistant / Appointment Setter to join our team. This pivotal role requires an individual with the skill set to effectively communicate with prospects, clients, and staff, while efficiently monitoring all daily tasks and functions. The ideal candidate will have a strong background in business development, lead conversion, and administrative management. Experience in the Financial Services industry preparing new account applications for Annuities, Life Insurance and Investment Advisory and managing our REDTAIL CRM platform is desired. This position is a unique opportunity to contribute to the growth and success of our financial advisory practice.

**Key Responsibilities:**

- Open and close the office daily and ensure it is prepared for business operations.

- Answer phone calls promptly and professionally, directing them to the appropriate parties.

- Contact potential clients, discussing their financial concerns and needs, and converting leads into appointments.

- Actively call prospects to schedule appointments, and maintain follow-up and reminder calls.

- Prepare new account applications for Annuities, Life Insurance & Investment accounts.

- Maintain accurate records within Redtail CRM client management software.

- Develop and implement workflows for all office functions for Marketing, Prospecting, Client Onboarding & Servicing.

- Delegate daily tasks to appropriate staff along with monitoring status and completion of such tasks.

- Cultivate and nurture cold leads, converting them into valuable appointments.

- Register and screen prospects for upcoming events and workshops.

- Greet incoming clients and offer exceptional service, including providing beverages as needed.

- Prepare for client appointments and assist in translating appointment dictation.

- Manage incoming and outgoing mail, including large mailings.

- Maintain the advisor's outlook calendar, ensuring awareness of daily appointments.

- Oversee office supply inventory and order supplies as necessary.

- Assist in various aspects of new business processes as required.

- Prepare meeting materials and folders, ensuring delivery of financial plans.

- Arrange conference rooms for client meetings.

- Assemble new client kits and welcome packages.

• - Assist in setting up, cleaning up, and checking in for workshops and seminars, as well as other duties as needed.

**Qualifications:**

- Minimum of 1 year of Business Development and Lead Conversion Experience is required.

- Proven sales aptitude and experience is essential.

- Exceptional communication, presentation, listening, and analytical skills.

- Demonstrated ability to manage time effectively in a high-volume, high-energy environment.

- Must possess a humble, entrepreneurial, hardworking mindset, and maintain a positive "can-do" attitude.

- Proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.

- Quick learner with the ability to adapt and efficiently learn new tasks.

- Self-motivated with an excellent work ethic, capable of working independently and with discipline.

If you are a highly motivated individual seeking an opportunity to contribute to our financial advisory practice's growth and success, and you meet the qualifications described above, we encourage you to apply for this dynamic and rewarding position. Join us in helping our clients achieve their long-term financial goals while enjoying a competitive salary and the opportunity to earn bonuses based on your performance.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Madison, CT 06443: Relocate before starting work (Required)

Work Location: In person