Advisor Employee Services
Office Administrator - New Port Richey, FL
Advisor Employee Services, Florida, New York, United States
Office Administrator - New Port Richey, FL
Join to apply for the
Office Administrator - New Port Richey, FL
role at
Advisor Employee Services .
Pay Range
Base pay $60,000.00 – $70,000.00 per year
Actual pay based on skills and experience.
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 is heavily dependent on a positive attitude, solid work ethic, and a desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Minimum Requirements
5+ years of administrative experience, preferably in a financial services or professional office setting.
Strong communication and organizational skills.
Experience with Charles Schwab advisor solutions is a plus.
Demonstrated proficiency in Excel.
Experience with CRM systems such as Redtail is a plus.
Friendly, professional, and dependable work ethic.
Additional Skills
Strong organizational skills and attention to detail.
Excellent communication; both verbal and written.
Strong follow-through.
Self‑directed initiative.
Experience in processing important, detailed paperwork.
Intermediate to advanced computer skills.
Ability to demonstrate persistence to achieve quality.
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 Advisor’s 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.
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor.
Salary
$60k – $70k based on experience.
Benefits
PTO.
Hours
In office: Monday – Friday, 9:00am – 5:00pm.
Some evenings required for client events.
Seniority Level
Mid‑Senior level.
Employment Type
Full‑time.
Job Function
Administrative.
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. Please explore our website at https://aesplacement.com/ to learn more.
#J-18808-Ljbffr
Office Administrator - New Port Richey, FL
role at
Advisor Employee Services .
Pay Range
Base pay $60,000.00 – $70,000.00 per year
Actual pay based on skills and experience.
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 is heavily dependent on a positive attitude, solid work ethic, and a desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Minimum Requirements
5+ years of administrative experience, preferably in a financial services or professional office setting.
Strong communication and organizational skills.
Experience with Charles Schwab advisor solutions is a plus.
Demonstrated proficiency in Excel.
Experience with CRM systems such as Redtail is a plus.
Friendly, professional, and dependable work ethic.
Additional Skills
Strong organizational skills and attention to detail.
Excellent communication; both verbal and written.
Strong follow-through.
Self‑directed initiative.
Experience in processing important, detailed paperwork.
Intermediate to advanced computer skills.
Ability to demonstrate persistence to achieve quality.
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 Advisor’s 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.
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor.
Salary
$60k – $70k based on experience.
Benefits
PTO.
Hours
In office: Monday – Friday, 9:00am – 5:00pm.
Some evenings required for client events.
Seniority Level
Mid‑Senior level.
Employment Type
Full‑time.
Job Function
Administrative.
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. Please explore our website at https://aesplacement.com/ to learn more.
#J-18808-Ljbffr