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Administrative Coordinator
2 months ago
We are seeking a highly skilled and detail-oriented Administrative Assistant to join our team at APR Financial Group LLC. As a key member of our office staff, you will provide exceptional support to our financial advisor, ensuring the smooth operation of our daily functions.
Key Responsibilities- Client Support: Provide top-notch customer service to clients, responding to their inquiries and concerns in a timely and professional manner.
- Administrative Tasks: Manage office supplies, maintain filing systems, and perform various administrative duties to support the financial advisor.
- Marketing Support: Assist with marketing initiatives, including preparing promotional materials and coordinating events.
- Database Management: Maintain accurate and up-to-date client information in our database.
- Calendar Management: Schedule appointments and manage the financial advisor's calendar.
- Pre-Appointment Preparation: Compile account summaries and prepare other necessary materials for client meetings.
- Record Keeping: Maintain accurate records of client conversations and interactions.
- Experience: 2+ years of administrative experience in a financial services or related industry.
- Skills: Advanced skills with MS Office Suite, CRM experience, and excellent communication and organizational skills.
- Education: High school diploma or equivalent required.
- Competitive Salary: $40,000-$50,000 BOE.
- Benefits: PTO and comp time.
- Work Schedule: Monday-Friday, 9:00am-5:00pm, with some evenings required for client events.
