Office Administrator

Job Details

Office Administrator

Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

Retirement Advisory Group in the Chesterfield, MO area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Minimum Requirements:

• 2 years of administrative experience in a fast-paced environment
• Associate's degree preferred
• Advanced skills in Microsoft Office Suite, especially Excel and Outlook
• CRM experience preferred

Key Responsibilities:

• Receive incoming client calls in a friendly manner
• Greet clients when they come into the office
• Input prospects to database
• Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
• Set, reschedule and confirm appointments
• Run errands as needed
• Keep CRM updated with client interaction
• Attend seminars/workshops and follow up with the prospects from the seminars
• Work independently and proactively to meet personal business goals
• Assist with event planning

Salary:

• Starting at $20/hr.

Benefits:

• Health insurance after 90 days
• Bonuses after 90 days

Hours:

• Monday - Friday, 8:30am-5:00pm
• Some evenings required for seminars; $100 cash paid per event for 2 hours worked

If you meet or exceed the expectations described above, please apply today!

• 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!

 Advisor Employee Services

 06/15/2024

 Chesterfield,MO