Administrative Assistant
22 hours ago
We are seeking a highly skilled and detail-oriented Administrative Assistant/New Business Coordinator to join our team at Gordon F. Homes. As a key member of our office, you will play a vital role in supporting our advisor and clients throughout the application process.
Key Responsibilities:
- Submit business applications and manage the process cycle
- Support client requests and inquiries in a timely and professional manner
- Problem solve and provide administrative support to our busy advisor
- Perform additional administrative duties as needed
Requirements:
- 2+ years of professional administrative experience
- Proficient use of MS Office (Word, Excel, Outlook, etc.) and CRM experience a plus
- Excellent telephone, written, and interpersonal communication skills
- College degree or comparable professional work history
- Investment/FINRA registrations are a plus, but not required
Desired Skills and Traits:
- Team player with ability to adapt to change and other responsibilities
- Ownership with time management, organization, and product knowledge
- Attention to detail and effective communication skills
- Proper grammar usage in communication with clients
- Acts as a liaison for advisor with business partners and clients
- Capable of completing multiple tasks and meeting established objectives and deadlines
Benefits:
- Health, Dental
- Group Life Insurance and STD/LTD
- Paid Time Off/Sick and Paid Holidays
- 401k with Match
Salary Range: $22-25/hr
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