Job Description
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.
Retirement Planning firm,
Echelon Planning Group in
Acushnet, MA 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 for the team by organizing and providing operational support 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 first impressions and client experience.
Key Responsibilities: - Answer Phones - Record Notes from client conversation into CRM system
- Work with team to scan and maintain an organized and compliant filing system
- Mail outgoing correspondence and sort and distribute incoming mail
- Lobby area/conference room ready for clients - greet and offer refreshments
- Input prospects to database
- Work with team to prepare for all client meetings
- Send reminders to clients for appointments and help Marketing Team with packets for seminars
- Keep CRM updated with client interaction
- Attend company events/workshops and follow up with the prospects form the seminars
- Assist Advisors with follow up on Marketing Leads
- Maintain professional communication with clients and team members
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc
Salary Benefits - Health Insurance at reduced cost
- Long term disability
- 401k with up to 4% match
- Flex time
Hours 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!
Pay Range: $50,000 - $60,000 per year
Job Tags
Full time, Work at office,