Office Administrator

Our team is looking for an Office Administrator
. This individual serves as the central point of cohesion and forward action for the practice.

You will:

• Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion.
• Assist with the continuous development and implementation of our client service model.
• Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
• Respond to routine client service issues and requests.
• Champion, train and implement technology.
• Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
• Coordinate with firm support staff/specialists as necessary.

• Experience establishing and maintaining systems for measuring activity.
• Demonstrated organizational and time management skills under pressure.
• Microsoft Office Skills – Word, Outlook, and Excel.
• Highly accurate typing, data entry, spelling, and proofreading skills

• You will be systems focused, pragmatic, patient, and able to create order in a way that is both structured and flexible.
• Organized, efficient and proactive are words people use to describe you.
• Attention to detail and a commitment to measuring results are key.
• This position requires the ability to be flexible, to prioritize tasks, as well as the ability to put the team’s needs first.