Job Description
At The Financial Specialists, we pride ourselves on delivering exceptional financial guidance with a personalized touch. As we continue to grow, we're looking for a dedicated Office Administrator to help maintain smooth day-to-day operations and contribute to our team's overall success. The Office Administrator will play a vital role in supporting both our advisors and clients by managing a variety of administrative and operational tasks. This part-time position is ideal for someone who is highly organized, personable, and proactive.
Key Responsibilities
- Greet clients and visitors warmly, offering complimentary beverages and ensuring a professional and welcoming environment.
- Create and maintain client files, including accurate data entry into our CRM system.
- Prepare materials for advisor meetings, including portfolio analysis and documentation.
- Draft formal correspondence and follow-up documents before and after client meetings.
- Process and submit new business applications for approval and tracking.
- Follow up with investment and insurance companies to monitor the status of account transfers and fund movement.
- Schedule client and prospect appointments for financial professionals and assist with related paperwork.
- Support a paperless office initiative by maintaining digital records.
- Handle service requests such as beneficiary changes and policy updates.
- Assist in the planning and coordination of client appreciation events and other marketing efforts
Qualifications
- Previous experience in an administrative or office support role, preferably in a financial or professional services setting.
- Strong organizational skills and the ability to manage multiple tasks efficiently.
- Excellent verbal and written communication skills.
- Proficiency with common office software and tools (Microsoft Office Suite, CRM platforms, etc.).
- Detail-oriented with a proactive approach to solving problems and improving processes.
- Familiarity with basic HR or accounting tasks is a plus.
Job Type: Part-time
Pay: $19.00 per hour
Expected Hours: 25 per week
Work Location: In person (425 2nd St. Suite 310 Cedar Rapids, IA 52401)
Pay: $19.00 per hour
Expected hours: 25.0 per week
Work Location: In person
