What are the responsibilities and job description for the Office Assistant - Financial Firm -The Villages, FL position at Advisor Employee Services?
Office Assistant
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The Villages, FL is looking for a strong Office Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
$20-$25 BOE
Benefits
After 6 months:
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The Villages, FL is looking for a strong Office Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
- 2 years of administrative office experience in a fast-paced environment
- Bachelor’s Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office SuiteCRM experience preferred
- Experience in annuities and insurance preferred
- Ability to prioritize projects and manage time
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good-natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and outgoing correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Assist with various marketing objectives
- Other industry-specific tasks as needed
- Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
$20-$25 BOE
Benefits
After 6 months:
- Full health insurance, including dental and vision
- Generous PTO and Comp time
- 401(k)
- Annual bonus
- Monday – Friday
- 8:30am-5:00pm
- Some evenings required for client events
Salary : $20 - $25
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