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Office Administrator
Location:
Cockeysville, MD
Description:
We're searching for a diligent Director of First Impressions to provide administrative support and bring positive energy to our wealth management office. You’ll be responsible for responding to all Client requests and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and maintaining the physical office space and equipment. Applicants should be extremely thorough, possess excellent communication skills, and have a background in customer service. Send us your resume today to become part of the team! Responsibilities: • Answer phone calls and emails to act as a liaison between clients and staff members to improve customer retention and referral rates• Create and implement data entry protocols to streamline processes and increase productivity • Buy materials for the office when necessary • Maintain physical office space, supplies, and equipment• Become proficient in and own operational processes to streamline Advisor activity Qualifications: • Shows ability to quickly finish very detailed work • Enjoys talking with customers and can communicate through verbal and written channels• Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues• Prior experience in office management or our industry is a plus• Salesforce and Calendly preferred• Bachelor's degree preferred Compensation: $55,000+ yearly About Company: Jacob William Advisory is a dynamic and growing wealth management firm. Our focus is to serve our clients' needs beyond their expectations. This commitment to service is grounded in our core values and is critical to creating independence for our clients and our team members. With our client-centric approach, we bring a sense of urgency, success, clarity, and caring to everything we do. Our process is thorough, precise, and personalized. We understand how to tailor and simplify complex financial advice, working closely with our clients as trusted advisors to pursue goals and create financial independence. We believe that education is the key to transparency. We work to ensure our clients understand our investment process and strategies because these important financial decisions directly impact their lives.
Company:
Jacob William Advisory
Posted:
March 28 on WizeHire
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More About this Listing: Office Administrator
Office Administrator is a Clerical Office Administrator Job at Jacob William Advisory located in Cockeysville MD. Find other listings like Office Administrator by searching Oodle for Clerical Office Administrator Jobs.
Office Administrator is a Clerical Office Administrator Job at Jacob William Advisory located in Cockeysville MD. Find other listings like Office Administrator by searching Oodle for Clerical Office Administrator Jobs.