Office Administrator

Office Administrator

We are seeking a highly organized and self-motivated individual to join our team as an Office Administrator. As a key member of our team, you will provide administrative support to our Lead Financial Advisor, ensuring the smooth operation of our office.

Key Responsibilities:

• Provide exceptional customer service to clients and colleagues
• Manage and maintain accurate records and databases
• Assist with marketing efforts, including social media and email campaigns
• Coordinate travel arrangements and schedules for Advisors
• Perform various administrative tasks, including data entry and document preparation

Requirements:

• High school diploma or equivalent required; associate's or bachelor's degree preferred
• Minimum 2 years of administrative experience
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office and Google Suite
• Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

• Competitive salary range: $50,000-$60,000
• Health insurance at reduced cost
• Long-term disability
• 401(k) with up to 4% match
• Flexible scheduling and work-life balance

About Us:

Echelon Planning Group is a well-established Independent Advisory and Financial Service Company dedicated to providing exceptional service to our clients. We are committed to fostering a positive and supportive work environment that encourages growth and development.