Office Administrator

$50,000 - $60,000/Yr

Unclassified - Berwyn, PA

Full-time

Onsite - Berwyn, PA

About the position

We are seeking a dedicated Office Administrator to join our financial services firm located in Berwyn, PA. This is an in-office position, and the ideal candidate will play a crucial role in managing client interactions and administrative tasks to ensure a smooth operation within the office. The Office Administrator will be responsible for engaging with prospective clients who have expressed interest through various marketing channels, including live seminars. This role requires excellent communication skills and the ability to maintain a professional environment while providing exceptional service to clients. The Office Administrator will be tasked with calling, scheduling, and following up with prospective clients, ensuring that all interactions are recorded accurately in our client database. This includes inputting prospect information and maintaining the database to facilitate efficient communication. The candidate will also assist in preparing for client meetings, greeting guests, and ensuring a welcoming atmosphere. Administrative duties will encompass processing various paperwork, tracking applications through the underwriting process, and organizing prospective client events. In addition to client-facing responsibilities, the Office Administrator will need to manage schedules effectively and perform post-event follow-up activities to secure appointments with attendees. This position requires a proactive individual who can work independently, demonstrate strong attention to detail, and possess the ability to learn new technologies and skills as needed.

Responsibilities

• Call, schedule, and follow-up with prospective clients who have shown interest in appointments through live seminars and other marketing events.
• Record detailed notes from every conversation with prospective clients in the database for reference and tracking.
• Input prospect information accurately and keep the client database updated to ensure efficient communication and organization.
• Assist in preparing the client experience for prospective and existing client meetings, including greeting and welcoming guests, ensuring a positive and professional environment.
• Guide clients in the appropriate direction when they call in or make requests, ensuring their needs are addressed promptly and effectively to maintain satisfaction.
• Perform administrative duties including processing applications, rollover paperwork, transfer paperwork, and other administrative functions.
• Track applications throughout the underwriting process.
• Organize and attend prospective client events.
• Perform post-event follow-up activities with attendees and schedule appointments.
• Organize schedules.

Requirements

• CRM experience preferred.
• Financial Services experience preferred.
• Administrative experience in a corporate workplace needed.
• Strong computer skills including Microsoft Office Suite.
• Ability to learn new skills and technology.
• Salesforce experience is a plus.
• Ability to work independently and complete assigned tasks on schedule.
• Excellent attention to detail and communication skills.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance