Office Administrator Stamford, CT
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Job Location:
Stamford, CT - USA
Monthly Salary:
$ 40 - 50
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 financial firm.
Abundant Wealth Management in Stamford CT is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills attention to detail accept direction be customer service oriented and 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 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 development of positive client relationships and compliance support.
Key Skills:
- Must be a self-starter and demonstrate consistent follow-through
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Highly personable with an optimistic outlook on work and life
Minimum Requirements:
- Associates Degree preferred
- Financial Industry experience preferred but not required
- An interest in growing within the financial industry preferred
- 1 years of administrative experience in a fast-paced office environment preferred
Key Responsibilities:
- Answer phones and greet clients in a friendly positive and warm manner
- Manage Advisors calendar keep Advisor organized and prep for all client meetings
- Set reschedule and confirm appointments
- Data entry into the client database
- Responsible for scanning and filing
- Ensure the office is neat and orderly and stocked with supplies
- Prepare conference rooms for client and prospect visits
- Handle servicing of specific client accounts (opening closing and transferring of accounts)
- Attend seminars/workshops and follow up with the prospects from the seminars
- Assist with various marketing objectives and client events
- Other industry-specific tasks as needed
Salary:
- $40k - $50k base salary BOE
- Quarterly bonus potential up to 20% of compensation
Benefits:
- Sick days
- PTO
- Cell phone allowance
- 401k with match
Hours:
- In office: Monday Friday 9:00am 5:00pm
- Some evenings required for client events
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
Key Skills
- Office Manager Experience
- Microsoft Office
- Data Entry
- Microsoft Outlook
- Microsoft Word
- QuickBooks
- Office Experience
- Microsoft Excel
- Filing
- Administrative Experience
- Microsoft Outlook Calendar
- Bookkeeping
