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Office Operations Associate

2 months ago

Erie, Pennsylvania, United States Gpac Full time

Office Specialist

Elevate Your Career and Make a Meaningful Impact. We are thrilled to present an opportunity for a detail-oriented, proactive individual with outstanding communication skills to join a reputable Independent Advisory & Financial Services Firm.

Role Overview:

We are looking for a full-time Office Specialist to support a Retirement Planning firm. The ideal candidate will demonstrate exceptional organizational abilities, meticulous attention to detail, and a strong customer service orientation, alongside proficiency in technology. This position offers a supportive work environment with competitive compensation and avenues for both professional and personal development.

Key Responsibilities:

The main focus of this role is to assist the Chief Advisor by ensuring efficient office operations. A client-first approach is essential, as this position relies heavily on a positive demeanor, strong work ethic, and a commitment to exceeding expectations. Responsibilities include:

  • Answering incoming client inquiries in a courteous manner
  • Processing new client registrations
  • Entering prospective clients into the database
  • Managing specific client account services (opening, closing, and transferring accounts)
  • Coordinating the Advisor's calendar
  • Scheduling and rescheduling appointments
  • Ordering office supplies and managing expense reports
  • Updating the CRM with client interactions
  • Working independently to achieve personal business objectives
  • Assisting the team with administrative tasks as required
  • Carrying out additional duties and projects as assigned

If you align with the qualifications outlined above, we encourage you to consider this opportunity.

GPAC (Growing People and Companies) is a distinguished search firm that has been connecting quality professionals with various industries across the United States since 1990. Our competitive edge lies in our client-centric approach and our commitment to delivering timely and effective solutions.