Job Description:
The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office. The Office Administrator role is vital to the success of the business and providing support to the Advisors of the office. This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.
Responsibilities include but are not limited to:
Greeting clients
Prep documents for client appointments
Screen inbound calls
Calendar Management
Appointment Confirmation/follow-up
Tracking/ordering supplies
Attend weekly and monthly meetings via zoom
A few evening events
Minimum Qualifications:
Bachelor's degree preferred (in lieu of degree must have 4 years of relevant office experience)
Minimum of 2-years' experience in customer service
Minimum of 1-year experience in professional office setting
Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
- Must be available to work full-time hours: Monday-Friday 8:00-5:00
Pay starts at $55,500 + $500quarter Bonus potential. $5,000 increase in salary after obtaining your Life and Health and another $5,000 increase in salary after obtaining Series 65
Equal Opportunity Employer M/F/D/V