Office Specialist

2 months ago

Erie, United States Gpac Full time

Office Specialist

 

Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company.

 

Description:

Position Summary: Retirement Planning firm in the Erie, PA area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

 

Position Overview:

The primary responsibility of this position is to provide support to Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support.

 

A summary of the tasks is below:

· Receive incoming client calls in a friendly manner

· Processing new client applications

· Input prospects to database

· Handle servicing of specific client accounts (opening, closing, and transferring of accounts)

· Manage Advisors calendar

· Set appointments, reschedule appointments

· Order office supplies and process expenses

· Keep CRM updated with client interaction

· Work independently and proactively to meet personal business goals

· Assist team with administrative tasks, as needed

· Perform other duties and projects as assigned

 

If you meet or exceed the expectations described above, please apply today Email your resume to esther.holtzclawgogpac

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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