Office Specialist - Financial Firm - Scottsdale, AZ
Office Specialist - Financial Firm - Scottsdale, AZ
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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 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.
- HS Diploma
- Some experience in working in a professional office and fastpaced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience preferred but not required
- 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 keep Advisor organized and prep for all client meetings
- Set appointments reschedule appointments
- Run errands as needed
- Keep CRM updated with client interaction
- Attend seminars/workshops and follow up with the prospects from the seminars
- Work independently and proactively to meet personal business goals
- Assist Advisors with follow up on Marketing Leads
- Track weekly and monthly progress including number of calls made appointments set and appointments kept with Chief Advisor
- Call and confirm all appointments
Required Experience:
Unclear Seniority
Employment Type
Hourly
