Financial Office Administrator Franklin, MI
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Job Location:
Franklin, NH - USA
Monthly Salary:
$ 50000 - 70000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Financial Office Administrator
Firm: Wealth Trac Financial LLC
Location: Franklin MI
Overview:
Do you have a passion for financial services and helping people feel confident in achieving their financial goals Our fast-paced financial firm inFranklin MIis looking for a detail-orientated Office Administrator to ensure the client experience runs as smoothly and comfortably as possible.
We are seeking a diligent positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients we want to talk to you!
Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our clients financial freedom!
Wealth Trac Financial LLC is an independent wealth management firm that operates on the fiduciary standard. Our firm founded in 2007 by the #1 advisor for one of the big name firms because he wanted to create a company where clients come first not the executives or shareholders. Wealth Trac was created to challenge the typical Wall Street model and offer superior advice service and quality in the wealth management landscape. This philosophy is at the forefront of everything we do.
What You Will Do:
- Assist the Financial Advisor in managing the office to exceed client and regulatory expectations
- Answer phones and greet clients in a friendly positive and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies
- Organize incoming and outgoing mail and package deliveries
- Assist clients with issues and account inquiries
- Build and improve upon client relationships
- Database management
- Calendar management and appointment setting
- Pre-appointment preparation including compiling account summaries
- Maintain electronic filing system and CRM
- Complete and process new client applications
- Record notes from client conversations
- Assist with various marketing objectives
- Other industry-specific tasks as needed
What We Are Looking For:
- 3 years of Administrative Office experience in a fast-paced environment
- Financial experience is strongly preferred
- Financial Industry experience preferred but not required
- Intermediate to advanced skills with MS Office Suite specifically Excel
- Previous experience with CRM platform (Salesforce / Wealthbox)
- Desire to obtain long-term employment
Bonus Points:
- Ability to prioritize projects and manage time effectively
- Savvy customer service to include excellent communication both verbal and written with correct spelling and grammar
- Strong initiative and follow-through
- Good-natured positive attitude while always maintaining professionalism
- Ability to demonstrate persistence to achieve quality
What You will Get:
Pay & Perks:
- Salary $50000 - $70000 plus bonus potential
- Health and dental insurance
- PTO
- 401k and Roth 401k with company match
Schedule:
- On-site 9:00-5:00 with occasional evening/weekend events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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
