Office Administrator

Our client, Plan It Financial Group, is looking for an Office Adminstrator to add to their team.

Who We Are: Plan It Financial Group is more than just a financial planning firm. We're a tight-knit team led by three CERTIFIED FINANCIAL PLANNER™ professionals, enhanced by national resources. We partner with individuals, families, and businesses to provide comprehensive financial planning services, investment planning, retirement strategies, education funding, and insurance solutions. Our mission is to help our clients achieve their financial goals while living joyful and balanced lives. Discover more about us and our values of going above and beyond, building trust, and encouraging joyful living by visiting our website at www.planitfg.com

Our Opportunity: Join us as a full-time (flexible hours) Office Administrator and become a pivotal part of our team, directly supporting our CFP® professionals and enhancing our clients' journey toward their financial aspirations. Your role will be critical in maintaining the seamless operation of our office, ensuring our team's focus remains on delivering exceptional financial advice and service.

Key Responsibilities:

• Offer comprehensive support to our financial advisors, facilitating daily activities and client interactions with a focus on efficiency and service excellence.
• Serve as the first point of contact for our clients, providing outstanding service both in-person and over the phone, ensuring a warm and professional experience.
• Manage and execute administrative tasks with precision, including the preparation of new account documents, scheduling client meetings, and maintaining accurate records.
• Address and resolve client service requests with diligence and care, acting as a liaison between clients and advisors.
• Embrace the responsibility of handling sensitive information with the utmost confidentiality and integrity.

What We're Looking For:

• A minimum of three, preferably five years of experience in the financial services, insurance, or a related field - demonstrating a strong understanding of the industry.
• Exceptional organizational skills and the ability to prioritize tasks in a dynamic, fast-paced environment.
• A commitment to excellence in customer service, with a proactive and positive approach to solving clients' needs.
• Strong technical proficiency, particularly with Microsoft Office suite and CRM systems, to manage information and streamline processes.
• A detail-oriented individual with a high degree of accuracy, who is coachable, a quick learner, and able to work independently.

Our Philosophy: At Plan It Financial Group, we're dedicated to being industry leaders, not just in financial planning but also as employers. We offer a competitive compensation package, including Paid Time Off, holiday pay, 401(k) match, and an insurance stipend, within a supportive and enjoyable work environment.

Plan It Financial Group is proud to be an Equal Opportunity Employer (EEO).

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule

Schedule:

• Monday to Friday

Application Question(s):

• What are your salary expectations?

Experience:

• Financial services: 3 years (Preferred)
• Office management: 3 years (Preferred)

Work Location: In person