Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships and providing superior administrative support, we would like to talk to you!
Whether you are seeking a long-term career or looking to re-enter the workforce and build a long-term career, we value diverse perspectives and understand that a college degree is not always a requirement for success. We believe that skills, experience, and a strong work ethic can be equally valuable in contributing to a thriving and dynamic workplace.
Retirement Solutions in Provo, Ut is seeking to add an Office Administrator to our team. The ideal candidate would be hardworking, utilize outstanding client service skills, and have great attention to detail. If this sounds like you, we would love to talk to you!
Job Description:
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Hard working
Excellent communication; written and verbal
Detail oriented and great attention to accuracy
Proactive management style and consistent follow-through
Professionalism
Minimum Requirements:
Bachelor's Degree preferred, but not required
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience, preferred
Responsibilities:
This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Office Hours:
Monday-Thursday
8:30 AM -5:30 PM
Friday
9:00 AM - 3:00 PM
Occasional evenings for client events
Hourly Pay:
$22.00 - $24.00/hour BOE
Benefits
Health Benefit allowance
Paid Time Off
Holiday Pay
Simple IRA
Clothing Budget
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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 https://aesplacement.com/. 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!