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Administrative Support Specialist

2 months ago

Erie, Pennsylvania, United States Gpac Full time

Office Specialist

Enhance Your Career and Make a Significant Impact. We present an excellent opportunity for a detail-oriented, proactive individual with strong interpersonal abilities 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 outstanding time management capabilities, meticulous attention to detail, a customer-centric approach, and proficiency with technology. We offer a supportive work environment, competitive compensation, and opportunities for both professional and personal development for motivated individuals.

Key Responsibilities:

  • Answer incoming client inquiries with a courteous demeanor
  • Process new client applications efficiently
  • Input potential clients into the database
  • Manage servicing of specific client accounts, including opening, closing, and transferring accounts
  • Coordinate the Advisor's calendar
  • Schedule and reschedule appointments as necessary
  • Order office supplies and manage expense reports
  • Maintain the CRM system with updated client interactions
  • Work independently and proactively to achieve personal business objectives
  • Assist the team with administrative duties as required
  • Carry out additional tasks and projects as assigned

If you possess the qualifications outlined above, we encourage you to consider this opportunity. We value diversity and welcome all qualified applicants 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 that has been specializing in placing 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.