Office Administrator

Office AdministratorAdvance 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 Independent Advisory and Financial Service Company.Our Retirement Planning firm, Main Street Advisors in (Edmond, OK) area is seeking a full-time Office Administrator. Candidates must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be 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 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 the development of positive client relationships and compliance support.Key Responsibilities:Receive incoming client calls in a friendly mannerProcessing new client applicationsHandle servicing specific client accounts (opening, closing, and transferring of accounts)Manage Advisor's calendar, keep Advisors organized, and prepare all client meetingsSet, reschedule, and confirm appointmentsAttend and coordinate seminars, client events, and networking venuesKeep CRM updated with client interactionWork independently and proactively to meet personal business goalsAssist Advisors with follow-up on Marketing LeadsPrioritize day-to-day tasks and issuesOperate with a proactive approach to Advisors and clientsComplete and process new client applicationsRespond to client inquiries as neededGenerate and provide various reports to the AdvisorFollow-up on pending business with companies and clientsSalary: $40,000+ based on experience Bonus structureBenefits:Health Insurance401KHours:Monday - Friday: 8:30 am - 5:30 pmSome seminar attendancePresented 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: 2025-02-22