Office Administrator - Financial Firm - Edmond OK
Office Administrator - Financial Firm - Edmond OK
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The primary responsibility of this position is to provide support for the 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 the development of positive client relationships and compliance support.
- Receive incoming client calls in a friendly manner
- Processing new client applications
- Handle servicing specific client accounts (opening closing and transferring of accounts)
- Manage Advisors calendar keep Advisors organized and prepare all client meetings
- Set reschedule and confirm appointments
- Attend and coordinate seminars client events and networking venues
- Keep CRM updated with client interaction
- Work independently and proactively to meet personal business goals
- Assist Advisors with followup on Marketing Leads
- Prioritize daytoday tasks and issues
- Operate with a proactive approach to Advisors and clients
- Complete and process new client applications
- Respond to client inquiries as needed
- Generate and provide various reports to Advisor
- Followup on pending business with companies and clients
- $40000 based on experience
- Bonus structure
- Health Insurance
- 401K
- Monday Friday: 8:30 am 5:30 pm
- Some seminar attendance
Required Experience:
Unclear Seniority
Employment Type
Full Time
