Front Office Administrator

Front Office Administrator

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Almega Group, a financial services firm in Plano, TX, has an opening for a full-time Front Office Administrator - and this is far more than just another job opportunity!

When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:

• Simple IRA retirement plan with company match
• PTO & sick time
• Paid holidays
• Bi-weekly company lunches

You’re probably wondering a little more about what we need, so here it is:

• Prior office administrative experience (Required)
• Prior experience working in Microsoft Office Suite (Required)
• Prior experience working in financial advisory industry (Preferred)
• High school diploma (Required)
• Strong and effective verbal and written communication skills
• Enjoys building relationships and working with people

Want some more specifics? If you join the Almega Group team, here’s what you’ll be doing:

• Answer incoming phone calls and check voicemail
• Confirm scheduled appointments and events with clients via phone and email
• Serve visitors by greeting, welcoming, directing and announcing them appropriately
• Sort and handle mail and invoices
• Send out thank you cards, birthday cards, and new client cookies
• Data entry of client information into the CRM system
• Schedule appointments and maintain calendars for financial advisors
• Take inventory and order office supplies
• Call and follow up with seminar attendees and clients
• Help plan seminars and assist as needed
• Clean and prep meeting rooms for visits and light office upkeep
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Build strong, meaningful relationships with clients
• All other duties as assigned

This job will be full-time in person M-F during business hours. Eight to twelve weeknights per year from 4-8:30pm and three to six Saturdays from 10am-5pm will be spent assisting with financial seminars. Time off or OT will be given during those weeks.

Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!