Aesplacement
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.
Wealth Shield Financial in
Bernardsville, NJ
is seeking a full-time Office Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment is provided with competitive pay and opportunities for professional and personal growth. Position Overview:
The primary responsibility of this position is to provide support to 2 Advisors by organizing and ensuring smooth operations within the office. This position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support. Qualifications:
1+ years of administrative office experience in a fast-paced environment Bachelor’s Degree preferred Financial industry experience preferred Advanced skills with MS Office Suite SalesForce CRM experience preferred Key Responsibilities:
Answer phones and greet clients in a friendly, warm manner Set, reschedule and confirm appointments Assist clients with issues and concerns Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Keep CRM updated with client interaction Support and attend seminars/workshops; sending out and following up on invites, event setup, greeting clients and answering questions Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc. Assist Advisors with follow up on marketing leads Ability to take on various projects and follow through to completion Work independently and proactively to meet personal business goals Benefits and Compensation:
$50,000/year Health, dental and vision insurance PTO 401k with match Hours:
In office: Monday – Friday, 10am – 4pm Some evenings required for client events If you meet or exceed the expectations described above, please apply today! Equal Employment Opportunity Statement:
We are an equal opportunity employer and welcome applications from diverse candidates.
#J-18808-Ljbffr
Bernardsville, NJ
is seeking a full-time Office Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment is provided with competitive pay and opportunities for professional and personal growth. Position Overview:
The primary responsibility of this position is to provide support to 2 Advisors by organizing and ensuring smooth operations within the office. This position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support. Qualifications:
1+ years of administrative office experience in a fast-paced environment Bachelor’s Degree preferred Financial industry experience preferred Advanced skills with MS Office Suite SalesForce CRM experience preferred Key Responsibilities:
Answer phones and greet clients in a friendly, warm manner Set, reschedule and confirm appointments Assist clients with issues and concerns Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Keep CRM updated with client interaction Support and attend seminars/workshops; sending out and following up on invites, event setup, greeting clients and answering questions Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc. Assist Advisors with follow up on marketing leads Ability to take on various projects and follow through to completion Work independently and proactively to meet personal business goals Benefits and Compensation:
$50,000/year Health, dental and vision insurance PTO 401k with match Hours:
In office: Monday – Friday, 10am – 4pm Some evenings required for client events If you meet or exceed the expectations described above, please apply today! Equal Employment Opportunity Statement:
We are an equal opportunity employer and welcome applications from diverse candidates.
#J-18808-Ljbffr