Admin Team Member - Knoxville - Blue Ridge Wealth

    Blue Ridge Wealth
    Blue Ridge Wealth Knoxville

    23 hours ago

    Default job background
    Full time
    Description

    Job Description

    Job Description

    Blue Ridge Wealth Planners, a local investment advisory firm, is seeking to add an additional member to its Administrative Team. The purpose of this team is to grow and nurture relationships with current and potential clients of the firm by facilitating efficient and productive interactions in and out of the office. This position is based in Knoxville primarily, but requires regular travel between offices and restaurants throughout East Tennessee, typically Knoxville but ranging from Chattanooga to Bristol on occassion.

    Primary duties of the Client Relations team include work outside the office at dinner seminars as well as inside the office:

    Dinner Workshops

    You will be expected to work at dinner or college course events 3-5 nights per month. Job functions related to at dinner seminars include:

    - Setting up and breaking down the room at the venue

    - Greeting and managing attendees as they arrive

    - Asking for and scheduling appointments at the end of the event

    - Calling leads that have registered for the event to confirm attendance

    - Updating our CRM database with all information regarding new leads and event attendees


    In Office

    In the office, your job functions will be focused on interacting with clients and leads before and after appointments with Wealth Planners or members of our Operations team. Each member of the Client Relations team rotates between sitting at the front desk and working on tasks in the back office. These responsibilities include:

    - Welcoming visitors to our building and establishing a warm and meaningful conversation while they wait for their appointment

    - Setting up rooms for all appointments

    - Cleaning all rooms after appointments

    - Entering data into our CRM related to client interactions or photos of meeting white boards

    - Making confirmation calls for new appointments

    - Fielding incoming calls

    - Receiving and distributing incoming mail as it arrives to the building

    - Assisting in efficiently managing the calendar of all Wealth Planners

    - Maintaining all communication with prospects until they have completed their first appointment

    - Maintaining the database by entering new leads, updating information, running reports, and keeping meticulous notes regarding all interactions with clients

    Required Skills

    - Excellent Communication Skills (phone / email / face to face)

    - Self starter

    - Ability to prioritize tasks

    - Proficient office related computer skills

    Company Description Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.

    Company Description

    Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.

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