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SalaryAbout us
Chesapeake Capital Management is a Registered Investment Advisory business in Belcamp, MD., providing superior financial planning services to our clients and community. We are looking for a person to handle all front office duties, marketing efforts, existing client communications and prospecting. The ideal person for this position will be professional, prompt, organized and a self starter who can multi task and prioritize projects. This position requires office attendance, work from home is not an option. Hours are Monday - Thursday 9-5 and Friday 9-3.
```Duties```
- Greet and welcome visitors in a professional and friendly manner
- Answer phone calls, take messages, and redirect calls as necessary
- Schedule appointments and maintain calendars, including zoom calls
- Perform general clerical duties, such as supply inventory, mail/email distribution, filing, photocopying, and maintenance of the client database
-Create communications with existing and potential clients via phone, email and letters
- Handle sensitive information in a confidential manner
- Provide administrative support to staff members as needed, including preparation and distribution of marketing materials and all seminar/event planning
```Experience```
- Five years of experience working in a financial/insurance or sales oriented office setting is required.
- Proficient computer skills, including Microsoft Office Suite (Word, Excel, PowerPoint, Adobe Acrobat). Large database maintenance and reporting experience preferred.
- Familiarity with computerized scheduling systems, online Zoom meeting experience
- Strong organizational skills with the ability to multitask and prioritize tasks effectively
- Excellent communication skills, both written and verbal. Must be able to cold call for potential clients.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Type: Full-time
Pay: $30,000.00 per year
Benefits:
- Retirement plan
Schedule:
- 8 hour shift
Ability to Relocate:
- Belcamp, MD 21017: Relocate before starting work (Required)
Work Location: In person
