Office Administrator

Office Administrator

Are you looking for an opportunity to utilize superior client service skills? We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established retirement planning firm.

Our growing financial firm in Harrisburg, PA is seeking to add an Office Administrator to our team! Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology.

Job Description:

The purpose of this position is to ensure smooth day-to-day operations for the advisors while providing superior customer service to existing clients and prospects. Position requires employee to perform industry specific tasks such as account servicing tasks including withdrawals, CRM management, and other responsibilities include development of positive client relationships and compliance support.

Key Skills:

• Highly organized with strong follow-through
• Process driven while completing tasks
• Ability to prioritize day-to-day responsibilities and projects and manage time
• Resourceful in problem resolution
• Keen attention to detail and accuracy
• Phenomenal communication skills, both written and verbal, and ability to build trust with clients
• Operate with a proactive approach when dealing with advisor and clients
• Cooperative and team-player, ready to collaborate and adapt

Minimum Requirements:

• HS Diploma
• Minimum 2+ years working in an office/client service environment, preferably in financial services
• Strong technology skills, highly proficient with Microsoft Word and Excel and the ability to learn new software quickly
• Willing to obtain and maintain PA health & life insurance license

Responsibilities:

This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help the advisor prepare for and follow-up on appointments. Other daily, weekly, and monthly tasks may include:

• Greet & entertain clients and prospects prior to advisors appointment
• Receive incoming calls in a friendly, warm manner
• Daily CRM management
• Manage multiple advisors calendar and make daily appointment confirmation calls
• Complete and process simple client servicing tasks
• Plan, coordinate, and attend educational workshops and follow up with seminar attendees
• General office tasks and daily prep by making sure supplies are fully stocked
• Gather lunch orders and pick up lunch daily, fuel reimbursement provided.
• Assist the advisors in sending out daily correspondence
• Scanning of client documents/data
• Previous experience in a sales environment preferred

Salary:

• Based on experience

Benefits:

• Health, Dental, Vision employer paid for employee
• Short and Long-Term Disability- employer paid for employee
• Life Insurance Policy $100,000.00- employer paid for employee
• 401 (k) employer match up to 10%
• Generous PTO
• Paid major holidays (determined each year at companies discretion)
• Paid working lunches - lunch provided
• Employer Paid Continuing Education (Insurance & Securities Licenses)

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!