Part-Time Client Relations Administrator - Financial Firm - Fort Myers, FL
Part-Time Client Relations Administrator - Financial Firm - Fort Myers, FL
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Proficient phone skills
- Command of the English language and use of proper grammar
- Experience working in a fast-paced environment
- Ability to prioritize projects and manage time
- Attention to detail
- Working knowledge of computers and software
- Ability to multi-task
- Strong organizational skills and attention to detail
- Flexibility
- Ability to motivate prospects to set appointments
- Ability to demonstrate persistence to achieve quality
- Excellent communication skills both verbal and written
- Self-directed initiative
- Process driven
- Ability to multi-task
- Strong follow-through
- Customer service oriented
- Answer phones in a friendly warm manner
- Manage our Client Database
- Schedule appointments and manage advisor calendars
- Maintain client relationships and welcome clients into the office
- Follow-up with clients and prospects between appointments
- Manage client touch marketing and continuously update spreadsheet
- Assist with the mailing of client reports and updates
- Help plan and attend client events and seminars
- Assist with ongoing marketing efforts
- Track Client Referrals
- Perform additional duties and responsibilities as required by management
- Tuesday-Thursday
- 24 hours a week
Required Experience:
Unclear Seniority
Employment Type
Part-Time
