Office Coordinator

2 weeks ago


Minneapolis, Minnesota, United States AdvisorNet Financial Full time

Overview

The Office Coordinator at AdvisorNet Financial plays a crucial role in facilitating the preparation, examination, and submission of new business initiatives. This position collaborates closely with the operational aspects of the organization, encompassing various daily administrative tasks.

*AdvisorNet Financial is a distinguished advisory practice that supports its Affiliate Financial Advisors in recruitment efforts.

Core Responsibilities:

  • Engage with clients, addressing and managing basic inquiries and requests promptly.
  • Oversee the processing of all new business and client maintenance tasks.
  • Act as a support resource for the administrative team, including scheduling client meetings and follow-up appointments.
  • Ensure accurate maintenance of client and vendor information within the client relationship management (CRM) system and reporting tools.
  • Foster strong relationships with advisors, clients, and vendors to guarantee timely and consistent delivery of exceptional customer service.
  • Organize and streamline office administration and procedures to enhance organizational efficiency and ensure smooth daily operations.
  • Commit to ongoing education and professional growth to stay informed about industry best practices and compliance standards.
  • Assist with special projects and other duties as assigned within the relevant functional area.

Qualifications:

  • 1-3 years of experience in customer service or administrative support is preferred.
  • Experience in the financial services sector is advantageous.
  • Proficiency in Microsoft Office Suite is required.
  • Strong verbal and written communication skills are essential.
  • Must be personable and approachable, demonstrating a positive attitude in delivering service excellence.
  • Ability to work effectively both independently and as part of a team with minimal supervision.
  • Excellent problem-solving, time management, attention to detail, and prioritization skills are necessary.
  • Ability to maintain confidentiality, exercise discretion, and make sound judgments while acting with integrity and professionalism.
  • Familiarity with the structure and content of the English language, including spelling, grammar, and composition rules.

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