Aesplacement
Office Administrator - Financial Firm - Wilmington, NC
Aesplacement, Wilmington, North Carolina, United States, 28412
Office Administrator
Location:
Wilmington, NC
Remote Status:
On-Site Job Id:
3781 # of Openings:
1 Overview
Advance 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. Airlie Wealth Advisors
firm in
Wilmington, NC
area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Key Responsibilities Receive incoming client calls in a friendly manner Processing new client applications Input prospects to database Handle servicing of specific client accounts (opening, closing, and transferring of accounts) Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Set, reschedule and confirm appointments Keep CRM updated with client interaction Attend seminars/workshops and follow up with the prospects form the seminars Work independently and proactively to meet personal business goals Assist Advisors with follow up on Marketing Leads Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor Assist Advisor with pre-appointment preparation Build and maintain structured workflows in CRM platforms to streamline daily business processes
Hours & Compensation
9:00am-5:00pm $40,000-$50,000
If you meet or exceed the expectations described above, please apply today! Presented 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 https://aesplacement.com/. 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! #J-18808-Ljbffr
Location:
Wilmington, NC
Remote Status:
On-Site Job Id:
3781 # of Openings:
1 Overview
Advance 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. Airlie Wealth Advisors
firm in
Wilmington, NC
area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Key Responsibilities Receive incoming client calls in a friendly manner Processing new client applications Input prospects to database Handle servicing of specific client accounts (opening, closing, and transferring of accounts) Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Set, reschedule and confirm appointments Keep CRM updated with client interaction Attend seminars/workshops and follow up with the prospects form the seminars Work independently and proactively to meet personal business goals Assist Advisors with follow up on Marketing Leads Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor Assist Advisor with pre-appointment preparation Build and maintain structured workflows in CRM platforms to streamline daily business processes
Hours & Compensation
9:00am-5:00pm $40,000-$50,000
If you meet or exceed the expectations described above, please apply today! Presented 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 https://aesplacement.com/. 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! #J-18808-Ljbffr