Client Relations Coordinator
2 weeks ago
Office Specialist
Elevate Your Career and Make a Meaningful Impact. We are thrilled to present an opportunity for a detail-oriented, proactive individual with outstanding communication skills to join a reputable Independent Advisory & Financial Services Firm.
Position Overview:
A Retirement Planning organization is looking for a full-time Office Specialist. The ideal candidate will demonstrate excellent time management abilities, meticulous attention to detail, a customer-centric approach, and proficiency with technology. This role offers a supportive work environment, competitive compensation, and avenues for both professional and personal development for motivated individuals.
Key Responsibilities:
- Answer incoming client inquiries with a positive demeanor
- Process new client applications efficiently
- Maintain an updated database of prospects
- Manage specific client account services, including account openings, closings, and transfers
- Coordinate the Advisor's calendar
- Schedule and reschedule appointments as necessary
- Order office supplies and manage expense reports
- Keep the CRM system updated with client interactions
- Work independently and proactively to achieve personal business objectives
- Assist the team with various administrative tasks as required
- Undertake additional duties and projects as assigned
If you possess the skills and attributes outlined above, we encourage you to consider this opportunity. All qualified candidates will be evaluated without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
About GPAC: GPAC (Growing People and Companies) is a distinguished search firm with a proven track record in placing high-quality professionals across various industries in the United States since 1990. We pride ourselves on being competitive, client-focused, and dedicated to delivering the right solutions at the right time.
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