Job Posting – Office Administrator
It is time to explore new challenges in your career. Altitude Planning Group is an independent, privately-owned financial services company in Denver, Colorado. We are looking to add a full-time Office Administrator to our team.
Our Investments in You:
- Paid Time Off
- Sick Time
- Paid Holidays
The Expertise We’re Looking For:
- High School degree or GED Equivalent (Required)
- Associate’s degree or Higher (Preferred)
- Prior Administrative Experience (Preferred)
- Prior Service Industry Experience (Preferred)
- Proficiency with Google or Microsoft Suite (Preferred)
Key Traits of a Successful Office Administrator:
- Able to communicate verbally and in writing
- Able to learn and adapt to changes
- Able to bring a positive, friendly, and pleasant attitude
- Able to build and maintain client relationships
- Able to maintain strong organizational skills
- Able to effectively manage time and tasks
- Able to be proactive, problem-solve, and exercise independent judgement
What You Will Be Responsible For:
- Set and confirm calendar appointments
- Greet consumers on the phone and in person with a warm and welcoming approach
- Answer incoming calls and transfer all calls to the appropriate personnel
- Communicate with clients on behalf of financial advisor and firm
- Track prospect-to-client process
- Assist with coordination and execution of marketing campaigns and events
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter client information into the CRM system
- Updating client account portals quarterly with necessary documents
- Participate in client relation efforts as needed
- Sending out birthday and anniversary recognition for clients
- Assist in completing new account paperwork and annuity and life insurance applications
- Process new business applications with detail and accuracy and submit to appropriate carriers
- Obtain necessary documents and signatures from clients for carrier approval
- Track application process and new account set up
- Perform other clerical duties such as filing, photocopying, collating, faxing etc.
- Maintain and organize office files and documentation
- All other duties as assigned
Check us out!
- Website: https://altitudeplanninggroup.com/
If you feel like we would be a good fit for each other, apply now!