Wealth Transfer Consultants, LLC
Join to apply for the
Office Administrator
role at
Wealth Transfer Consultants, LLC .
Position Overview The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. The role will develop positive client relationships and compliance support.
Qualifications
5+ years of administrative experience in a financial services or professional office setting.
Strong communication, organizational skills, and attention to detail.
Proficiency in Excel and intermediate to advanced computer skills.
Experience with Charles Schwab advisor solutions and CRM systems such as Redtail is a plus.
Self-directed initiative, strong follow-through, and ability to process detailed paperwork.
Responsibilities
Receive incoming client calls in a friendly manner.
Process new client applications and input prospects into database.
Handle servicing of specific client accounts (opening, closing, and transferring of accounts).
Manage Advisor’s calendar, keep the Advisor organized, and prepare for all client meetings.
Set, reschedule, and confirm appointments.
Keep CRM updated with client interaction.
Attend seminars/workshops and follow up with prospects from the seminars.
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor.
Compensation & Benefits
Base pay range: $60,000 – $70,000 per year.
PTO.
Hours
In office: Monday – Friday, 9:00am – 5:00pm.
Some evenings required for client events.
Presented by Advisor Employee Services 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 we 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
Office Administrator
role at
Wealth Transfer Consultants, LLC .
Position Overview The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. The role will develop positive client relationships and compliance support.
Qualifications
5+ years of administrative experience in a financial services or professional office setting.
Strong communication, organizational skills, and attention to detail.
Proficiency in Excel and intermediate to advanced computer skills.
Experience with Charles Schwab advisor solutions and CRM systems such as Redtail is a plus.
Self-directed initiative, strong follow-through, and ability to process detailed paperwork.
Responsibilities
Receive incoming client calls in a friendly manner.
Process new client applications and input prospects into database.
Handle servicing of specific client accounts (opening, closing, and transferring of accounts).
Manage Advisor’s calendar, keep the Advisor organized, and prepare for all client meetings.
Set, reschedule, and confirm appointments.
Keep CRM updated with client interaction.
Attend seminars/workshops and follow up with prospects from the seminars.
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor.
Compensation & Benefits
Base pay range: $60,000 – $70,000 per year.
PTO.
Hours
In office: Monday – Friday, 9:00am – 5:00pm.
Some evenings required for client events.
Presented by Advisor Employee Services 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 we 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