Office Administrator and Receptionist

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 skills
• Able 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
• All other duties as assigned

Check us out!

• Website: https://altitudeplanninggroup.com/

If you feel like we would be a good fit for each other, apply now!

Benefits:

• Paid time off

Work Location: In person