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Administrative Coordinator
2 months ago
Position Summary:
Golden Reserve LLC is seeking a skilled Regional Client Administrator (RCA) who embodies the dual roles of a Receptionist and an Office Manager. This position transcends traditional administrative duties, as you will play a crucial role in both sales and operational functions.
Key Responsibilities:
- Manage all incoming and outgoing client communications, including phone calls and various forms of correspondence.
- Oversee the internal operational aspects of the office, ensuring optimal inventory management and enhancing the client experience.
- Maintain an organized client filing system to ensure easy access to information.
- Deliver exceptional customer service, acting as the primary point of contact for client interactions.
The RCA Team is recognized as the face and heart of Golden Reserve, responsible for creating a positive first impression and facilitating all client communications.
Our Unique Approach:
Golden Reserve is redefining financial planning through innovative strategies, including monthly seminars and weekly media shows. We are proud to be one of Ohio's fastest-growing companies, with numerous accolades for our forward-thinking approach in the financial services sector.
Expectations:
- Client Service Excellence: Recognizing the responsibility of managing clients' life savings is paramount.
- Be The Heart: Support our sales team to assist more families while providing compassionate communication and client experiences.
- Commitment: A strong dedication to our processes and systems is essential for success.
- Ownership: Take pride in the operational excellence and presentation of your office, ensuring all necessary resources are available for a world-class client experience.
Qualifications:
- Minimum of two years of administrative support experience, including phone support.
- Proficiency in Microsoft Office, particularly Teams.
- Strong grammar, spelling, proofreading, and communication skills.
- A resilient mindset characterized by accountability, ownership, and problem-solving abilities.
What We Offer:
- Dedicated Support: Access to multiple RCA Team Leaders to assist with workload management and training needs.
- Competitive Salary: Annual compensation ranging from $50,000 to $60,000.
- Comprehensive Benefits: Includes generous time off, health, vision, and dental insurance, along with a 401(k) plan and life insurance.
Work Schedule:
Standard work hours are from 8:30 AM to 5:30 PM, including a one-hour lunch break. Flexibility for occasional evening hours is required to support educational workshops, with overtime compensation provided.
If you are interested in making a significant impact in the financial services industry and are looking for a rewarding career, we encourage you to explore this opportunity further.