- 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
- Bachelor's Degree preferred, but not required
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience, preferred
- 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
- Monday-Thursday
- 8:30 AM -5:30 PM
- Friday
- 9:00 AM – 3:00 PM
- Some client events outside of normal business hours
- Health Benefit allowance
- Paid Time Off
- Holiday Pay
- Simple IRA
- Clothing Budget
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Office Administrator - Provo, United States - Advisor Employee Services
Description
Office Administrator
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:
Minimum Requirements:
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:
Office Hours:
Hourly Pay:
$ $24.00/hour BOE
Benefits
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
