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.
Networth Advisors in Canonsburg, PA is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be 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 Chief Advisor by organizing and ensuring smooth operations 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 the development of positive client relationships and compliance support.
Key Responsibilities:
incoming client calls in a friendly manner
the 1st point of contact for prospective leads and existing clients
and improving client relationships
office filing system; both paper and electronic
Advisors calendar, keep Advisor organized, and prep for all client meetings
appointments with prospects, clients, and assist advisors with calendar management
CRM updated with client interaction
independently and proactively to meet personal business goals
weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
Salary:
$40,000 - $50,000
Benefits:
Health Insurance
401(k)
Generous PTO
Staff incentive trips
Hours:
Monday - Thursday: 8:30 am - 5:00 pm
Friday: 8:30 am - 2:00 pm
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 that 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!