Unclassified - Berwyn, PA
posted 3 months ago
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.