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Office Specialist

Advisor Employee Services

This is a Contract position in San Diego, CA posted July 10, 2022.

Office SpecialistAdvance 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.Retirement Planning firm in Harrisburg, PA area is seeking a full-time Office Specialist.

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: The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office.

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.

Other responsibilities include development of positive client relationship and compliance support.Key Responsibilities:Receive incoming client calls in a friendly mannerProcessing new client applicationsInput prospects to databaseHandle servicing of specific client accounts (opening, closing, and transferring of accounts)Manage Advisors calendar, keep Advisor organized, and prep for all client meetingsSet appointments, reschedule appointmentsRun errands as neededKeep CRM updated with client interactionAttend seminars/workshops and follow up with the prospects form the seminarsWork independently and proactively to meet personal business goalsAssist Advisors with follow up on Marketing LeadsTrack weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief AdvisorCall and confirm all appointmentsIf you meet or exceed the expectations described above, pleas apply todaySalary $18.00
– $20.00 per hourHoursMonday Friday 9:00 AM 5:00 PMBenefitsTo be discussed during interview stage Presented by Advisor Employee Services Thank you for your interest in the Office Specialist role.

Advisor Employee Services, a consulting firm located in Overland Park, 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.