Office Administrator - Echelon Planning Group : Job Details

Office Administrator

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 and Financial Service Company.

Retirement Planning firm, Echelon Planning Group in Acushnet, MA is seeking a full-time Office Administrator. 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 for the Lead Financial 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 relationships and compliance support.

Key Responsibilities:

• 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)
• Assist with managing Advisors calendar, keep Advisor organized, and prep for all client meetings
• Set, reschedule and confirm appointments
• Keep CRM updated with client interaction
• Attend seminars/workshops and follow up with the prospects
• Assist Advisors with follow up on Marketing Leads
• Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Advisor
• Maintain professional communication with clients and co-workers
• Provide marketing support as needed including newsletters, blog, social media, website, communications, events, etc

Salary

• $50,000-$60,000

Benefits

• Health Insurance at reduced cost
• Long term disability
• 401k with up to 4% match
• Flex time

Hours

• Full-Time 35-40 hours
• M-Th 8am-4pm
• F 8am-1pm
• Schedule may be negotiable pending hours worked and availability

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!