Office Coordinator
2 weeks ago
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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