Office Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients?
If you enjoy developing long-term relationships and providing superior administrative support, we would like to talk to you! Whether you are seeking a long-term career or looking to re-enter the workforce and build a long-term career, we value diverse perspectives and understand that a college degree is not always a requirement for success.
We believe that skills, experience, and a strong work ethic can be equally valuable in contributing to a thriving and dynamic workplace.
Retirement Solutions in Provo, Ut is seeking to add an Office Administrator to our team. The ideal candidate would be hardworking, utilize outstanding client service skills, and have great attention to detail.
If this sounds like you, we would love to talk to you! Job Description : The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his / her review meetings, and preparing issued accounts for delivery. Key Skills :
- Strong organizational skills
- Hard working
- Excellent communication; written and verbal
- Detail oriented and great attention to accuracy
- Proactive management style and consistent follow-through
- Professionalism
Minimum Requirements :
- Bachelor's Degree preferred, but not required
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience, preferred
Responsibilities :
This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.
Other daily, weekly, and monthly tasks may include :
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
Office Hours :
Monday-Thursday
8 : 30 AM -5 : 30 PM
Friday
9 : 00 AM 3 : 00 PM
Some client events outside of normal business hours
Hourly Pay : $22.00 - $24.00 / hour BOE Benefits
- Health Benefit allowance
- Paid Time Off
- Holiday Pay
- Simple IRA
- Clothing Budget
Office Administrator - Financial Firm
Office Administrator to our team. This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Experience with MS Office Suite and the ability to learn new software...
Executive Assistant
We are seeking an experienced and dynamic Executive Assistant to provide comprehensive support to 3 different Board Executives. As the Executive Assistant, you will play a crucial role in ensuring the Executives’ effectiveness by managing their schedule, communications, and administrative tasks with...
Office Administrator
Office Administrator to our team. This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Thank you for your interest in the Office Administrator role. Experie...
Administrative Assistant
Embark on an exciting journey with our client and discover a workplace that values and rewards your skills! As an Administrative Assistant, you'll enjoy a. As an Administrative Assistant, you will play a pivotal role in supporting our client's commercial real estate team. THEIR IDEAL ADMINISTRATIVE ...
Executive Assistant
We are looking for a skilled Executive Assistant to support the CEO. Coordinate complex scheduling and calendar management, as well as content and flow of information to senior executives. Four or more years’ prior experience in supporting a senior executive or team. ...
Administrative Assistant
As an Administrative Assistant in the Tax Department, you will be responsible for managing a variety of administrative tasks, supporting and coordinating with all tax partners, and handling email and phone communications. Administrative Assistant - Tax Department. Prior experience in administrative ...
Administrative Assistant - Remote/Online/Work From Home (PT/FT) - Hourly Rates Ranging From $15 up t
Administrative Assistant - Remote/Online/Work From Home (PT/FT) - Hourly Rates Ranging From $15 up to $26. The core duties and responsibilities of an Administrative Assistant revolve around supporting others. In order to perform their various duties, an Administrative Assistant must possess varied s...
Human Resource Office/training Manager (fashion, Grocery, Import, Regional, Returns, Sam's, Wm.com)
Manage daily administrative functions of the HR office (e. Human Resources, Microsoft Office, Supervising Associates, Training and Facilitation, Walmart Logistics Systems. ...
Executive Assistant To Chief Operating Officer
Past Executive Assistant experience is required (5+ years is ideal). Work collaboratively with all other executive assistants at headquarters and remote locations to maintain a smoothly working corporate environment. Serve as an extension of your executive(s) and represent them and our values to the...
Ceo Executive Assistant
Join with another executive assistant to help execute our vision. Produce weekly reports and communications with executive leadership. Two plus years of recent experience in a C-suite assistant role. ...