Office Administrator Edmond, OK
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Job Location:
Edmond, OK - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Position: Office Administrator
Firm: Main Street Advisors
Location: Edmond OK
Overview:
Main Street Advisors is a dedicated financial planning firm based in Edmond OK. We are dedicated to helping clients achieve their financial goals through comprehensive planning.
We are seeking a highly organized personable Office Administrator to support office operations client experience and marketing initiatives. This role plays a key part in ensuring clients and prospects feel welcomed and well taken care of while helping the team stay organized and efficient.
This is a team-oriented position where you will work with advisors and staff to support day-to-day operations. The role includes both busy and slower periods so the right person is proactive able to identify priorities and stays productive by supporting the team following up on outstanding items and helping improve organization and processes.
What youll do:
Client Experience & Administrative Support:
- Serve as a friendly professional first point of contact for clientsboth in-person and over the phone
- Schedule and reschedule appointments as needed and monitor the schedule for cancellations or no-shows and help fill openings when possible
- Deliver a seamless onboarding experience for new clients ensuring personalized attention and exceptional service at every step
- Support clients in successfully logging into and navigating the client portal addressing questions and troubleshooting issues as needed
- Monitor and track pending service work ensuring clients receive personalized update calls regarding the progress of their requests
- Maintain the firms CRM system (Wealthbox) through accurate data entry and database management
- Conduct outreach to new leads when needed and collaborate with the Business Development Manager on initial contact as well as follow up with clients and prospects to support ongoing relationship development
- Assist with marketing initiatives by monitoring digital campaign performance and activity rates
Event Planning & Coordination:
- Assist with planning coordinating and executing client events and seminars supporting the team to ensure their success
- Assist with guest communications registrations and RSVPs
- Support event setup breakdown and on-site logistics tasks
- Support marketing efforts by tracking basic activity and reporting whats working
Proactive Contribution:
- Take initiative during slower periods by organizing systems following up on outstanding items and preparing for upcoming client needs
- Look for opportunities to improve processes organization and overall efficiency
- Step in to support the team wherever help is needed
What Were Looking For:
- 1 years of relevant experience strongly preferred
- Demonstratesstrongproficiency and confidence working across various platforms and operating systems; CRM (Wealthbox) and Microsoft Office Suite
- Excellent communication; written and verbal
- Self-starter who takes initiative and works well independently
- Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
Bonus Points:
- Interest in exploring marketing ideas and a willingness to research Google platforms and AI trends
- Experience with the electronic application processing tools (Docusign & FireLight)
- Experience with CRM systems
What Youll Get:
Pay & Perks:
- $50k/year bonus potential
- Healthcare and dental provided after 90 days employer covers 50%
- PTO
Schedule:
- In office: Monday Friday 8:30am-5:30pm
- Some evenings required for client 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
