Job Title: Administrative and Client Services Coordinator
Location: Colts Neck, NJ
Job Type: Part-Time (20-25 hours per week)
Compensation: $18-$22 per hour, based on qualifications and experience
About Us: Join our dedicated financial planning office, where we prioritize a balanced approach to professional duties in a relaxed and intimate environment. As a small team, we offer the unique opportunity for you to make a significant impact on our operations and client engagement.
Job Description: We are seeking a detail-oriented and organized Administrative and Client Services Coordinator to support our financial planner. This role is ideal for someone who thrives in a quiet office setting and enjoys a diverse range of responsibilities.
Key Responsibilities:
- Assist the financial planner with day-to-day tasks and administrative duties.
- Maintain efficient office operations, including filing, ordering supplies, and managing electronic records.
- Schedule and confirm appointments with clients, providing excellent service and communications.
- Serve as the primary point of contact for client relations.
- Organize and market events aimed at acquiring new prospects and follow up with potential leads.
Preferred Qualifications:
- Proficiency in CRM software, marketing, and sales, with familiarity of social media platforms (such as LinkedIn, Facebook, Twitter, and Instagram) to enhance client relations and business growth.
- Strong organizational and communication skills.
- Ability to work independently in a small office environment.
- A proactive approach to problem-solving and client service.
- Familiarity with AI technology to enhance client interaction and office productivity.
- Background in finances is welcomed but not required.
Benefits:
- Flexible scheduling within standard business hours.
- A peaceful and supportive office environment conducive to focused work.
If you are passionate about providing exceptional administrative and client support and enjoy a role with varied responsibilities, we would love to hear from you. Apply today to become a pivotal part of our team!
Job Type: Part-time
Pay: $18.00 - $22.00 per hour
Expected hours: 20 – 25 per week
Schedule:
Ability to Relocate:
- Colts Neck, NJ 07722: Relocate before starting work (Required)
Work Location: In person