Office & Client Service Administrator Fort Myers, FL

Fort Myers, FL - USA

Yearly Salary: $ 50000 - 55000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position: Office & Client Service Administrator

Firm: Advantage Retirement

Location: Fort Myers FL

Overview:

Advance your career and truly make a difference as an Office & Client Service Administrator. We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills to join a well-established Independent Advisory and Financial Service Company. At Advantage Retirement in Fort Myers FL we are seeking a full-time administrator who thrives in a client-focused environment and is proficient with this pivotal role youll support the Advisory team carry out essential office and administrative functions and deliver exceptional client service. You will help create a positive client experience foster strong relationships and ensure compliance and smooth day-to-day operationsall while representing the firm with a positive attitude attention to detail solid work ethic and proactive approach. We offer a welcoming work environment competitive pay and opportunities for professional and personal growth for the go-getter.

What youll do:

Receive incoming client calls and provide friendly professional service
Manage and resolve client service requests such as account openings closings transfers and beneficiary/address changes
Process new client applications
Enter prospects and maintain client interactions in the CRM/database
Keep CRM updated with all client communications
Prepare client review summaries and meeting materials for Advisors
Manage and coordinate calendars schedule reschedule and confirm appointments
Assist with client updates reports mailings and other administrative tasks
Support Advisors with follow-up on marketing leads
Work independently and proactively toward business and personal goals
Build and nurture relationships with prospects and clients
Maintain professional communication within the team and with clients
Run errands as needed
Participate in projects and initiatives to enhance client experience

What Were Looking For:

Strong organizational skills
Excellent written and verbal communication
Attention to detail and commitment to accuracy
Proactive management style and consistent follow-through
Ability to multitask in a fast-paced office environment
Professional and personable demeanor

Experience with MS Office Suite and quick learning of new software

CRM experience (Salesforce Wealth Box Redtail etc.)

Bonus Points:

Associates Degree preferred
2 years experience in the financial industry

What Youll Get:

Pay & Perks:

$50000 $55000 annual salary
401(k): First 3% matched at 100% next 2% matched at 50%
Paid Time Off (PTO)
Professional supportive office culture

Schedule:

MondayFriday 8:30am4:30pm

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.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Position: Office & Client Service AdministratorFirm: Advantage RetirementLocation: Fort Myers FLOverview: Advance your career and truly make a difference as an Office & Client Service Administrator. We have an exciting opportunity for an organized self-motivated individual with excellent interperson...