Office Assistant - Huntsville, AL

Advisor Talent Solutions•Huntsville, AL

1d•$40,000 - $40,000•Onsite

About The Position

WG Financial Group based out of Huntsville, AL is a retirement planning firm that is continuing to grow. We are seeking an Office Assistant to join our team. This individual will frequently be the first voice clients and prospective clients hear and the first person they meet, making this role essential to the experience we provide. The ideal candidate is friendly, personable, and professional, with a genuine desire to make others feel welcomed and cared for. It is imperative to work with a high level of professionalism, like the rest of the team. We use a comprehensive approach to hiring that includes thorough interviews with team members, background checks, and personality tests.

Requirements

High School Diploma
2+ years’ experience in a customer service or an administrative role
Excellent communication; written and verbal, professional and well spoken
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Embraces change and adapts quickly to evolving processes

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Be the first point of contact for prospects and clients
Calendar management, including setting and confirming appointments
Ensure beverages and snacks are available for clients and guests
Maintain the firm’s CRM system through accurate data entry and database management
Build and improve upon client relationships
Sort, scan and distribute incoming mail and deliveries
Order front office supplies and keep track of inventory
Run errands on behalf of the office
Support the marketing team with event preparation