Office Administrator - Financial Firm - Reno, NV
Office Administrator - Financial Firm - Reno, NV
Posted on :
22-07-2025
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1 Vacancy
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Job Description
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.
GreeneFI Wealth Strategies Ltd. in Reno NV area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills attention to detail accept direction be customer service oriented and be 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 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 the development of positive client relationships and compliance support.
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 the development of positive client relationships and compliance support.
Minimum Requirements:
- HS Diploma
- 1 year of experience working in a professional office and fast-paced environment
- Hospitality experience a plus
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms a plus
- Industry experience preferred but not required
This position requires you to possess the following skills:
- Provide outstanding client service
- Exceptional organizational skills with a focus on detail and accuracy
- Proficient with filing phone systems faxing and scanners
- Excellent communication skills; both verbal and written
- Calendar management
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Sincere and caring attitude
- Thrive in a time sensitive environment and adaptable to changes without affecting the quality of work
Key Responsibilities:
- Receive incoming client calls in a friendly manner
- Ability to complete projects ensuring that all project deliverables are met on time and within scope
- Track down and retrieve necessary documents to support project objectives
- Actively follow through on project tasks and client requests
- Ensure the successful closure of projects with a keen eye for detail and follow through
- 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 reschedule and confirm appointments
- Run errands as needed
- Keep CRM updated with client interaction
- Attend seminars/workshops and follow up with the prospects form 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
Salary:
- $57500
Benefits:
- PTO
- Paid Holidays
- Simple IRA
Hours:
- Monday Friday 8:30am-5:30pm (In office)
- Some evenings required for client events
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!
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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