Financial Office Manager / Receptionist

Profile

Description
Golden Reserve of Ohio is looking to hire a full-time Regional Client Administrator to work at our Dublin office and provide support for our surrounding offices in the Central West Ohio region. Do you just love talking to clients all day while keeping an office running smoothly? Are you interested in learning more about Elder Care Law? Are you an office professional who is up for a challenge and ready to work hard in a fast-paced environment? Are you looking for an innovative company where there is an opportunity for growth? If so, please read on!
This position starts at $40,000 - $45,000 per year depending on experience. We also offer a robust benefits package which includes medical, dental, vision, FSA plans, a 401(k) plan, profit sharing, and paid time off (PTO). We are closed for one week at Christmas and one week over the 4th of July for which employees are paid on top of their individual PTO! If this sounds like the opportunity you’ve been looking for, apply now!
ABOUT GOLDEN RESERVE
At Golden Reserve, we don't believe in a one-size-fits-all approach to financial planning. We use all the investment and insurance options available to find the right fit for our clients. We focus on preservation and protection strategies. And, we charge a flat fee based on the amount of work and value that we actually provide. Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the state of Ohio and have quickly expanded to 11 office locations.
Our success is a direct result of the caliber of employees we recruit AND our unique financial planning model. We value each of our employees and their input. We are supportive, not only to our clients but to each other. We work together to make things happen. As a firm, we provide continuous trainings for all staff! Our employees embody our core values, GRIT and Ownership. We take pride in working hard and taking ownership in the work we do. If something goes wrong, rather than point the finger, we just fix it!
A DAY IN THE LIFE AS REGIONAL CLIENT ADMINISTRATOR
As a Regional Client Administrator, you are the quarterback for our regional team who helps keep everything on track and running smoothly! You are the first point-of-contact controlling all incoming and outgoing client communication both on the phones and when families enter our office space. Your excellent organizational skills keep you and your teammates “on the ball.” You are also on the front line when it comes to interacting with clients and internal team members, using your excellent communication and interpersonal skills to ensure that their needs are met.
You always greet prospects and clients with a welcoming smile. Whether answering phones, scheduling client meetings, or prepping the advisors for meetings, your warm demeanor comes through in all your interactions. You put your attention to detail and ability to prioritize tasks effectively to good use as you manage all of your region’s attorney and staff calendars, take and relay messages, and coordinate all regional mail and deposits.
QUALIFICATIONS FOR A REGIONAL CLIENT ADMINISTRATOR
2 years of experience in office administration or receptionist duties
Excellent level of proficiency with Microsoft Office
Familiarity with CRM systems
Excellent grammar, spelling, writing, and proofreading skills
Organizational and multitasking skills
Must be Notary Public or willing to obtain Notary Commission after hire
Professional services office experience is preferred but not necessarily required. Are you self-motivated and able to work productively with minimal supervision? Are you an enthusiastic problem solver with a positive attitude? Do you work well in a team environment? Are you reliable? Are you efficient and detail oriented? Are you flexible and resilient in an ever-evolving atmosphere? If so, then you might just be perfect for this position!
WORK SCHEDULE
Work hours are 9:00 am - 5:30 pm with a 30-minute lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.
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