Office Administrator
Meek Rainey Group - Laguna Hills, CA

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Do you have superior administrative skills, a caring nature and great work ethic that you want to contribute to a fast-paced financial planning office? If you are looking to join a successful, caring and good-natured team...then we want to talk to you. Our financial firm in Laguna Hills is looking to add an Office Administrator/Director of 1st Impressions to our growing firm to help ensure smooth day to day operations while providing superior customer service to our clients and prospects. The ideal candidate for this role will enjoy working directly with clients, have a strong attention to detail and be able to assist with various industry-specific tasks to help ensure the office runs efficiently. Our formula for success is to put our clients first.Minimum Requirements: 2+ years of Administrative office experience in a fast-paced environment Financial Industry experience preferred, but not required Intermediate to advanced skills with MS Office Suite and type a minimum of 45 wpm Desire to obtain long-term employmentThis position requires that you possess the following skills: Strong organizational skills 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 Responsibilities: Office Administration: Assisting the Financial Advisor and Team in managing the branch office to exceed client and regulatory expectations include: Answer phones greet clients in a friendly, positive and warm manner Be the 1st point of contact for prospects and clients Maintain office supplies and a clean office environment Handle all incoming and outgoing mail Maintain an organized, compliant and efficient filing system; both paper electronic Assist with copying and scanning Assist clients with issues and concerns Build and improve upon client relationships Database management (Redtail/CRM experience preferred; not required) Assist Advisor with calendar management to include travel arrangements Assist with follow-up calls to potential clients from seminars Confirm appointments Record notes from client conversations Other industry-specific tasks as needed Presented by Meek Rainey, LLC Thank you for your interest in the Marketing Coordinator position. Meek Rainey Group, LLC, a consulting firm located in Olathe, 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!

Keywords: Administrative, Office, Receptionist

Meek Rainey Group - 19 months ago - save job - block
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