Administrative Office Manager - Sun Lakes, United States - TerraWealth

Description

About us
At Terra Wealth, we redefine financial advisory services by empowering our team to help clients achieve their financial dreams. As a trailblazer in the industry, we are committed to innovation, integrity, and excellence.

Our comprehensive platform supports a diverse and expansive suite of services that ensures both our clients and our team members thrive.

Job Summary

We are seeking an Administrative Office Manager / Receptionist to be the initial point of contact for our office and our clients.

A friendly demeanor, strong communication and organizational skills, and a proactive attitude are essential.


Responsibilities

• Serve visitors by greeting, welcoming, and directing them appropriately.
• Manage the schedule for our financial advisors and coordinate client meetings.
• Evaluate incoming calls for business importance and relevance, delegating accordingly.
• Coordinate logistics for meetings and events, including room setup and catering.
• Sign for deliveries and ensure all mail and packages are distributed accordingly.
• Keep inventory of office supplies and order when appropriate.
• Draft and edit basic letters, documents, and company communications.
• Input and update information in databases and spreadsheets.
• Maintain current filing within digital filing systems.
• Work with sensitive information with discretion to ensure confidentiality and compliance with privacy policies and regulations.
• Operate and maintain office equipment, including printers, copiers, and the telephone system, and work with outside vendors for needed repairs.
• Provide backup support for other employees' absences and assist colleagues as needed.
• Ensure the office is opened and closed in adherence to business hours.
• Follow security procedures; secure premises by setting the alarm system.
• Run office errands when needed.
• Perform other duties as assigned.

Qualifications and Skills

• Excellent interpersonal and communication skills, with a positive, professional, and courteous demeanor.
• Strong written communication skills.
• Proactive approach to problemsolving and process improvement.
• Ability to adapt to changing priorities and meet deadlines.
• Accuracy and attention to detail.
• Strong time management, multitasking, and flexibility.
• Ability to work well independently and in collaboration with others.
• Punctuality is essential.
• Proficient in Microsoft Office software (including Word, Excel, PowerPoint, and Outlook) and Google Suite.
• Experience with Redtail (or other similar Client Relationship Management system), Blueleaf, and QuickBooks is a plus.

Education and Experience Requirements

• Associate degree or equivalent related experience.
• Previous experience in finance, insurance, legal, and/or other related industries is a plus.

Pay:
$45, $65,000.00 per year


Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Work Location:
In person