Office Administrator Stamford, CT

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 financial firm.

Abundant Wealth Management in Stamford CT 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 :

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 relationships and compliance support.

Key Skills :

• Must be a self-starter and demonstrate consistent follow-through
• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Highly personable with an optimistic outlook on work and life

Minimum Requirements :

Associates Degree preferred

Financial Industry experience preferred but not required

An interest in growing within the financial industry preferred

1 years of administrative experience in a fast-paced office environment preferred

Key Responsibilities :

Answer phones and greet clients in a friendly positive and warm manner

Manage Advisors calendar keep Advisor organized and prep for all client meetings

Set reschedule and confirm appointments

Data entry into the client database

Responsible for scanning and filing

Ensure the office is neat and orderly and stocked with supplies

Prepare conference rooms for client and prospect visits

Handle servicing of specific client accounts (opening closing and transferring of accounts)

Attend seminars / workshops and follow up with the prospects from the seminars

Assist with various marketing objectives and client events

Other industry-specific tasks as needed

Salary :

$40k - $50k base salary BOE

Quarterly bonus potential up to 20% of compensation

Benefits :

Sick days

PTO

Cell phone allowance

401k with match

Hours :

In office : Monday Friday 9 : 00am 5 : 00pm

Some evenings required for client events

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!

Required Experience :

Unclear Seniority

Key Skills

Office Manager Experience,Microsoft Office,Data Entry,Microsoft Outlook,Microsoft Word,QuickBooks,Office Experience,Microsoft Excel,Filing,Administrative Experience,Microsoft Outlook Calendar,Bookkeeping

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 40 - 50