Fiancial Services Office Administrator Job at Express Employment Professionals - Durham, NC / RTP, Durham, NC

cW5OL0VXbmM4Qk9CZkpETkthSWgyMGhQV0E9PQ==
  • Express Employment Professionals - Durham, NC / RTP
  • Durham, NC

Job Description

We’re looking for a highly organized and sales-focused candidate with a financial services background. The ideal candidate will take ownership of their role, developing rapport with clients, learning about financial products, and analyzing the book of business for opportunities.

This position also involves a high level of communication (greeting clients, answering questions by phone and email, and managing marketing mailers) and strong organizational skills (managing a variety of documents, scheduling meetings/travel, and setting appointments.

This is a full-time position, Mon-Fri, with a target compensation of $72,000-78,000.

Responsibilities Include:

  • Providing office administration, which includes overseeing appointment setting and schedules and processing deposits and transactions, and greeting clients in reception.
  • Streamlining processes to accurately and efficiently manage office administration including account opening and cash instruments.
  • Managing quarterly seminars, marketing mailing, and anything else that provides exceptional client experiences.
  • Preparing, reviewing, organizing, and storing information in paper and digital form.
  • Dealing with queries on the phone and by email.
  • Managing diaries, scheduling meetings, and booking rooms.
  • Arranging travel and accommodation.
  • Arranging post and deliveries.

Desired Qualifications:

  • Financial Services background.
  • Sales/Production focus.
  • Highly developed communication skillset.
  • Ability to adapt and multi-task in a rapid paced environment.
  • Critical thinker with strong problem-solving skills.
  • Executive level administrative and organizational skills.
  • Excellent client service skillset.

If this sounds like the right opportunity for you, we want to hear from you! Apply online today for immediate consideration.

Job Tags

Full time, Immediate start,

Similar Jobs

American Income Life AO - Alyssa Contreras

Customer Service Agent Job at American Income Life AO - Alyssa Contreras

Our company has served working class families since 1951 with life, accident, and supplemental...  ...where they are most comfortable: their homes via Zoom Virtual Calls. About us: ...  ...Benefits: 100% Work from Home Paid weekly, based on a suggested schedule for... 

The University of Vermont Health Network

Nutrition Assistant Job at The University of Vermont Health Network

 ...Education High School diploma or equivalent required. Experience Minimum 18 years of age. Able to read, write, and speak the English language. Demonstrates willingness to adapt to change. Mental and physical sufficient to meet the demands of the position.... 

UPMC - Pittsburgh Medical Center

Security Officer - UPMC McKeesport Job at UPMC - Pittsburgh Medical Center

 ...Description UPMC McKeesport is currently hiring a fulltime Security Officer to join our team!\n Are you a dedicated security professional...  ...Officer to work various shifts including day, evening and overnight. This position will also have weekend and holiday... 

Eastern Trenchless Ltd.

Jet Rodder Operator Job at Eastern Trenchless Ltd.

 ...Position Overview Were looking for a full-time Jet Rodder Operator to join our team. Youll help clean and maintain sewer and storm...  ...and storm pipes before and after cleaning. Assist with pipeline camera inspections. Work as part of a team at different job... 

Shavano Family Practice

Virtual Assistant Job at Shavano Family Practice

We are looking for an organized and professional virtual assistant to handle all communications with the company from a remote position. The virtual assistant's responsibilities will also include managing corporate schedules, making travel plans and issuing invoices....