Please scroll down, To apply

Office Specialist

hiring now

Unified Legacy Advisors

2021-12-03 08:50:44

Job location Omaha, Nebraska, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Office Specialist

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 Independent Advisory & Financial Services Company.

Description:

Position Summary: Retirement Planning firm in the Omaha, NE 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 to the Advisors 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.

A brief summary of the tasks is below:


  • Receive incoming client calls in a friendly manner
  • Input prospects to database - CRM
  • Manage Advisors calendar
  • Set appointments, reschedule appointments
  • Attend Seminars with follow up to attendees after event
  • Keep CRM updated with client interaction
  • Perform other duties and projects as assigned

If you meet or exceed the expectations described above, please apply today!

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 listed, please apply today!

Inform a friend!

<!– job description page –>
Top