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Altitude Planning Group

1 job near Columbus, OH

Office Administrator and Receptionist

Altitude Planning Group

Denver, CO • On-site

$40K - $45K/yr

Full-time

PTO

Re-posted 18 days ago

Job description

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!

Apply