Office Assistant - Advisor Employee Services : Job Details

Office Assistant

Do you enjoy utilizing organizational, customer-focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm in Huntsville, AL is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity.

The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management, and welcoming clients to the office.

This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

• HS Diploma
• 2+ years of experience managing a busy office
• Proficient skills with MS Office Suite
• Comfortable and familiar with CRM platforms
• Industry experience preferred, but not required

This position requires you to possess the following skills:

• Ability to prioritize projects and manage time
• Provide outstanding customer service
• Excellent communication; both verbal and written
• Good nature, positive attitude
• Self-directed initiative
• A desire for continuous learning
• Ability to adhere to complex regulatory and compliance requirements
• Strong organizational skills and strong attention to detail
• Proficient with filing, phone systems, faxing, and scanners
• Excellent communication skills; both verbal and written
• Polished interpersonal and presentation competencies
• Thrive in a “time-sensitive” environment and adaptable to changes without affecting the quality of work

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:

• Answer phones and greet clients in a friendly, warm manner
• Scheduling meetings and appointments
• Managing the advisors calendar
• Recording notes from client conversations in an accurate manner into CRM
• Inputting prospects and keeping the database/CRM (Red-Tail) program up to date
• Handle new clients gift bags, get-well cards and gifts
• Help with marketing events

Salary:

• $40,000-$50,000

Benefits:

• Health Insurance
• 401k
• PTO

Hours:

• Monday-Friday: 8:30 am – 5:30 pm

Presented by Advisor Employee Services Thank you for your interest in the Office Assistant 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!