Office Administrator - Financial Firm - Savannah, GA

$40,000 - $50,000/Yr

Advisor Employee Services - Savannah, GA

Full-time - Mid Level

Savannah, GA

About the position

The Office Administrator role at Howard Financial Group in Savannah, GA, is designed for an organized and self-motivated individual with strong interpersonal skills. This full-time position focuses on providing marketing support, managing client interactions, and ensuring the smooth operation of the office environment. The ideal candidate will have a positive attitude, a solid work ethic, and a commitment to client service, contributing to the firm's growth and success.

Responsibilities

• Provide marketing support as needed including newsletters, blogs, social media, website communications, and events.
• Ensure marketing strategies reach the target audience for each direct marketing campaign.
• Receive incoming client calls in a friendly manner.
• Input prospects into the database.
• Manage the Advisor's calendar and keep them organized.
• Plan, coordinate, and attend educational workshops and client events for the firm.
• Work with and respond to third-party marketing firms.
• Maintain inventory of marketing materials, ensuring all resources are accurate and available.
• Manage the firm's lead/prospect dashboard and present data in the Monday team meeting.
• Set the tone and carry out the experience prospects and clients have when they interact with the firm.
• Set, reschedule, and confirm appointments.
• Keep the CRM updated with client interactions.
• Work independently and proactively to meet personal business goals.
• Track weekly and monthly progress, including the number of calls made, appointments set, and appointments kept.

Requirements

• 2+ years of experience working in a fast-paced office environment required.
• Financial industry experience preferred.
• Proficient with MS Office Suite.
• Experience with a CRM.
• Exceptional time management skills.
• Proven record of getting prospects/clients engaged.

Benefits

• Health insurance
• 401(k)
• Flex time