Office Administrator

Office AdministratorAre you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful Financial Planning firm near Madison, WI is seeking an Office Administrator to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members. The ideal candidate will have at least 2 years of officeadministrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.Minimum Requirements:HS Diploma2+ years of experience in working in a professional office and fast-paced environmentProficient skills with MS Office SuiteComfortable and familiar with CRM platformsIndustry experience preferred, but not requiredThis position requires that you possess the following skills:Strong organizational skills and strong attention to detailProficient with filing, phone systems, faxing, and scannersExcellent communication skills; both verbal and writtenCalendar managementPolished interpersonal and presentation competenciesExceptional phone skillsSincere and caring attitudeProvide outstanding client serviceThrive in a "time sensitive" environment and adaptable to changes without affecting the quality of workResponsibilities:This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:Answer phones and greet clients in a friendly, warm mannerServe beverages and snacks to clientsEnsure vendor supplies are stocked for client meetingsRecord notes from client conversation in an accurate mannerEnter and maintain databases of clients and prospectsManage filing systemAttend and contribute to team meetingsMaintain the office environment in an immaculate and organized conditionMaintain job-relatedindustry specific compliance filesAssist in organizing events, event supplies, and promotional materialAssist in the coordination of various vendorclient eventsDevelop and mail letters and gifts to clients for various purposes upon requestPrioritize daily tasks to be proactive in time managementGeneral back up support for all other positions consisting of varied tasks as neededSalary$40,000- $50,000 - Based on ExperienceHours8:00 AM - 5:00 PMNeed Time?Unlimited PTOLet's Stay Healthy!HealthDentalVisionSave for Retirement!401KBonuses!Profit SharingFree LunchesAll-expense paid Team Trip for you and plus one!Advancement opportunitiesCommunity InvolvementPresented 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!

Created: 2025-02-21