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Office Specialist

Company: Ridgegate Financial
Location: Englewood
Posted on: November 23, 2021

Job Description:

Office Specialist

Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company.

Position Summary: Financial Planning firm in Englewood, CO (Near Park Meadows) is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:
The primary responsibility of this position is to provide support to staff by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support.

Minimum Requirements:
--- Associates degree preferred
--- 2 + years of financial services experience preferred
--- Strong organizational, prioritization, interpersonal & management skills
--- Excellent communications skills; both verbal and written
--- Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
--- Experience with CRM preferred, but not required

A summary of the tasks is below:
Receive incoming client calls in a friendly manner
Processing new client applications as needed
Input prospects to database
Handle servicing of specific client accounts (opening, closing and transferring of accounts) as needed
Manage Advisors calendar, keep Advisor organized and prep for all client meetings
Set appointments, reschedule appointments
Run errands as needed
Keep CRM updated with client interaction
Work independently and proactively to meet personal business goals
Assist Marketing Team with follow up on Marketing Leads
Call and confirm all appointments

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services
Thank you for your interest in the Office Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Ridgegate Financial, Denver , Office Specialist, Administration, Clerical , Englewood, Colorado

Click here to apply!

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