Advisor Employee Services
  • Human Resources
  • St. Louis, MO, USA
  • Up to $15.25 per hour
  • Hourly
  • Full Time


Job Description
Dynamic, fast-paced local financial planning firm in St. Louis, MO is seeking a professional office administrator to coordinate and efficiently run the day-to-day operations of the practice. Our formula for success has been to put our customers first. We recognize that the surest way to deliver outstanding service is to continually develop and reward those who provide it. If you're looking for the tools, resources and freedom to build a great future, contact us today.
Minimum Requirements:

• Bachelor's Degree
• 5+ years of experience managing an office.
• Intermediate to Advanced skills with MS Office Suite
This position requires that you possess the following skills:
• Strong organizational skills
• Savvy customer service
• Excellent communication – both verbal and written
• Self-directed Initiative
• Continuous Learning


Client Service & Account Processing:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones & Greet clients in a friendly, warm manner
• Provide market information or quotes to clients
• Record notes from client conversation in an accurate manner
• Complete & Process new client applications
• Input prospects and keep database/CRM program up to date
• Respond to client inquires on administrative questions
• Opening, closing & transferring of accounts
• Process transactions
• Handle beneficiary changes/withdrawals

Office Administration:

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include:

• Order supplies & process expenses
• Keep database up to date and accurate
• Set appointments
• Sort & distribute all mail
• Manage Advisors calendar and assist with travel arrangements
• Maintain current licenses & appointments with agencies/companies

This position has been closed and is no longer available.
Advisor Employee Services


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