Office Administrator

1 week ago


Savannah, Georgia, United States Advisor Employee Services Full time
Office Administrator

We are seeking a highly organized and self-motivated individual to join our team as an Office Administrator. This role will provide administrative support to our team, ensuring the smooth operation of our office.

Key Responsibilities:
  • Provide marketing support, including newsletters, blogs, social media, website updates, and event planning.
  • Manage the firm's lead/prospect dashboard and present data in weekly team meetings.
  • Set the tone and carry out the experience prospects and clients have when interacting with us.
  • Set, reschedule, and confirm appointments.
  • Keep the CRM updated with client interactions.
  • Work independently and proactively to meet personal business goals.
  • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept.
Requirements:
  • 2+ years of experience working in a fast-paced office environment.
  • Financial industry experience preferred.
  • Proficient with MS Office Suite.
  • Experience with a CRM.
  • Exceptional time management skills.
  • Proven record of getting prospects/clients engaged.
Benefits:
  • $40,000-$50,000 BOE.
  • 401k.
  • Health reimbursement.
  • Flex time.

We are a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. If you meet or exceed the expectations described above, please apply today.



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