Front Office Administrator

West Fargo, ND 58078, United States

Job Description


Front Office Administrator Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Retirement Resource, a financial services firm in West Fargo, ND, has an opening for a Front Office Administrator. Our Front Office Administrator will primarily be responsible for creating and maintaining client relationships while also providing administrative and receptionist support. And this is far more than just another job opportunity! Hours: 30-40 hours/week; part-time or full-time depending on what candidate is looking for. Position could 40hrs/week for full-time year-round or if someone is looking for part-time hours they could work 30 hours/week. Benefits:

  • Simple IRA & match
  • Paid Time Off
  • Paid holidays
  • Small team environment!
Now, you\xe2\x80\x99re probably wondering a little more about what we need, so here it is:
  • Prior administrative experience (Required)
  • People person and enjoy building relationships (Required)
  • Proficiency with Microsoft Office suite (Required)
  • Prior Experience Working in Financial Advisory Industry (Preferred)
  • Ability to communicate verbally and in writing
  • Ability to learn and adapt to changes
Want some more specifics? If you join the Retirement Resource team, here\xe2\x80\x99s what you\xe2\x80\x99ll be doing:
  • Greet consumers on the phone and in person with a warm and welcoming approach
  • Set and confirm calendar appointments
  • Answer incoming calls and transfer all calls to the appropriate personnel
  • Answer general inquiries and client questions
  • Prepare and deliver client birthday / anniversary recognition and appreciation letters and gifts
  • Client birthday and anniversary callouts
  • Assist in coordination of client appreciation events
  • Enter client information into the CRM system
  • Assemble appointment binders
  • Build strong client relationships
  • Onboard clients
  • Maintain office supplies
  • Perform other clerical duties such as filing, photocopying, collating, faxing etc.
  • Maintain and organize office files and documentation
  • All other duties as assigned
Pay: $18-20/hr Now that you know a little more about us and what we\xe2\x80\x99re looking for, it\xe2\x80\x99s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we\xe2\x80\x99re looking for! Learn more about us at https://www.retirementresourcend.com/ Job Types: Part-time, Full-time Pay: $18.00 - $20.00 per hour Benefits:
  • Paid time off
  • Retirement plan
Schedule:
  • Day shift
  • Monday to Friday
Ability to commute/relocate:
  • West Fargo, ND 58078: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
  • Administrative: 3 years (Required)
  • Microsoft Office: 3 years (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD4357608
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    West Fargo, ND 58078, United States
  • Education
    Not mentioned