Administrative Coordinator
1 week ago
About Us
At Advisor Employee Services, we pride ourselves on delivering exceptional client experiences. Our team is dedicated to providing top-notch support in a fast-paced office environment.
Job Summary
We are seeking an Office Assistant to play a key role in running and coordinating the day-to-day operations in our office. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management.
Responsibilities
- Answer phones and greet clients in a friendly, warm manner
- Record notes from client conversations in an accurate manner into CRM
- Input prospects and keep database/CRM (Red-Tail) program up to date
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills; both verbal and written
- Polished interpersonal and presentation competencies
- Handle new clients gift bags, get-well cards and gifts
- Help with marketing events
- Thrive in a 'time-sensitive' environment and adaptable to changes without affecting the quality of work
Requirements
- HS Diploma
- 2+ years of experience managing a busy office
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
What We Offer
- $40,000-$50,000 per year
- Health Insurance
- 401k
- PTO
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