Advisor Employee Services
Office Administrator - Financial Firm - Wilmington, NC
Advisor Employee Services, Wilmington, North Carolina, United States, 28412
Overview
Office Administrator - Financial Firm - Wilmington, NC role at Advisor Employee Services. This role supports the Chief Advisor and the office to ensure smooth operations and excellent client service. Base pay range
$40,000.00/yr - $50,000.00/yr 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 from 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
9:00am-5:00pm About the role and qualifications
Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. Excellent work environment, competitive pay, and opportunities for professional and personal growth. Candidate profile
Entry level Employment type
Full-time Job function
Administrative
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Office Administrator - Financial Firm - Wilmington, NC role at Advisor Employee Services. This role supports the Chief Advisor and the office to ensure smooth operations and excellent client service. Base pay range
$40,000.00/yr - $50,000.00/yr 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 from 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
9:00am-5:00pm About the role and qualifications
Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. Excellent work environment, competitive pay, and opportunities for professional and personal growth. Candidate profile
Entry level Employment type
Full-time Job function
Administrative
#J-18808-Ljbffr