Office Administrator

It is time to explore new challenges in your career. Altitude Planning Group is an independent, privately-owned financial services company in Denver, Colorado. We are looking to add a full-time Office Administrator to our team. Our Investments in You: Paid Time Off Sick Time Paid Holidays The Expertise We’re Looking For: High School degree or GED Equivalent (Required) Associate’s degree or Higher (Preferred) Prior Administrative Experience (Preferred) Prior Service Industry Experience (Preferred) Proficiency with Google or Microsoft Suite (Preferred) Key Traits of a Successful Office Administrator: Able to communicate verbally and in writing Able to learn and adapt to changes Able to bring a positive, friendly, and pleasant attitude Able to build and maintain client relationships Able to maintain strong organizational skillsAble to effectively manage time and tasks Able to be proactive, problem-solve, and exercise independent judgement What You Will Be Responsible For: Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.) Assemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Updating client account portals quarterly with necessary documents Participate in client relation efforts as needed Sending out birthday and anniversary recognition for clients Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit to appropriate carriers Obtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc. Maintain and organize office files and documentation #J-18808-Ljbffr Altitude Planning Group