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Form of workOffice Administrator – Part Time
Do you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm in Brighton, MI is looking for an Office Administrator – Part Time to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!
Minimum Requirements:
- Associate Degree
- 2+ years of experience managing a busy office
- Intermediate to advanced skills with MS Office Suite
- CRM experience – Infusion Soft
- L & H Licensing preferred, or willing to obtain within 90 days
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Provide outstanding customer service
- Excellent communication; both verbal and written
- Good-nature, positive attitude
- Self-directed initiative
- A desire for continuous learning
- Ability to adhere to complex regulatory and compliance requirements
Responsibilities:
Client Service and Account Processing:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Client Service and Account Processing:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Answer phones and greet clients in a friendly, warm manner
- Record notes from client conversations in an accurate manner into CRM
- Onboarding clients
- Complete and process new client applications as needed; accuracy being pertinent
- Process transactions
- Handle beneficiary changes/withdrawals
- Attend Seminars and client education events – 2 – 4 per month
- Follow up with the attendees
- Schedule appointments for the advisor
- Send follow up emails and email drips to the clients
- Various industry specific tasks
Salary
$22.00 - $25.00 BOE
Benefits
401k Plan
Hours
Monday – Thursday
9:00 AM – 5:00 PM
30-minute unpaid lunch
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator – Part Time role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
