Office Administrator

Office Administrator

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.

Blue Financial, in Charlotte, NC is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology.

An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview : A sharp phone presence with excellent listening skills, and the ability to build rapport with our prospects and clients are a must.

We are seeking an individual who can plan, execute, and iterate marketing campaigns to drive engagement, quality leads, and qualified opportunities to our firm.

Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond.

Minimum Requirements :

• 2+ years of experience years working in a fast-paced office environment required
• Financial industry experience preferred
• Proficient with MS Office Suite
• Experience with a CRM
• Exceptional time management skills
• Proven record of getting prospects / clients engaged

Key Responsibilities :

• Receive incoming client calls in a friendly manner.
• Input prospects to database.
• Manage Advisors calendar, keep Advisor organized.
• Plan, coordinate, and attend educational workshops and client events for the firm.
• Work with and respond to third-party marketing firms.
• Maintain inventory of marketing materials, ensuring all resources are accurate and available.
• Manage the firm’s lead / prospect dashboard & present data in the Monday team meeting.
• Set the tone and carry out the experience prospects and clients have when they interact with us.
• Set, reschedule and confirm appointments.
• Keep CRM updated with client interactions.
• Work independently and proactively to meet personal business goals.
• Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept.
• Ensure marketing strategies reach our target audience for each direct marketing campaign.
• Provide marketing support as needed including newsletters, blogs, social, website, communications, events, etc.

Salary : $55,000-$70,000 BOE

$55,000-$70,000 BOE

Benefits

Simple IRA 3% matching contribution

Hours :

• M-TH 9am-5pm
• F 9am-4pm

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services 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 in their hiring needs.

Please take a moment to explore our website and the services provided We are not a staffing firm, but together 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!