Join Our Team!
Our firm is always growing. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, health insurance, matching 401(k) and vacation time. If you want to be part of our team, email your resume to info@gregoryricks.com.
Office Administrator
Gregory Ricks & Associates, Inc. - Metairie Office
We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our Metairie office. Our ideal candidate will possess a strong willingness to help others with an exceptional attitude, a nurturing and outgoing personality, and a professional image for a memorable and welcoming first impression. Also, must have outstanding communication skills and a passion for delivering an exceptional client service experience.
Objective
The employee in this position is responsible for providing an exceptional client service experience to the firm’s prospects and clients and ensures smooth day-to-day operations of the Metairie office. The employee will also assist Advisors in client visits and client paperwork processing. In addition to assisting other team members, the employee assists with Company workshops/events.
Job Duties
Duties include but are not limited to:
- Welcome and nurture clients, prospects, and visitors to the office for an exceptional experience
- Present guests with available beverages and snacks upon arrival
- Call, schedule, and follow-up on all existing prospects and clients to promote client retention and a positive client experience
- Answer the phones in a warm, friendly manner and forward to other team members accordingly
- Record notes from every client conversation (phone, email, visit, etc.) in the Salesforce CRM database…the priority is service to clients
- Assist the Advisors with new business processing, fax confirmations & follow-up phone calls to appropriate companies, as needed
- Assist the Advisors with data requests and ongoing paperwork and processing
- Pull client files and assist with copying, scanning, and/or printing as needed by Advisors
- Prepare meeting folders, new client binders, and incoming contracts as needed
- Set appointments, meetings and conference calls as needed
- Sort and distribute all incoming mail/Mail all outgoing correspondence
- Tidy office as needed
- Backup other team members as needed
Minimum Requirements
- An exceptional attitude, a nurturing and outgoing personality, and a professional image for a memorable and welcoming first impression
- Bachelor’s degree in office administration, management, or related field preferred
- 2+ years working in banking, office admin or hospitality management preferred
- Transportation for training in Metairie as needed and Metairie All Staff Meetings on second Friday of the month
Knowledge, Skills & Abilities
- Proficient communication skills
- Experience working in a fast-paced environment
- Ability to prioritize and work with a demanding team
- Attention to detail
- Consistent follow-through and taking projects as far as you can
- Hard working and dedicated to helping the team
- Problem solver
- Working knowledge of office machinery (computer, printer, copier, VOIP phone)
Personal Skills
- Desire to help others
- Client service oriented
- Desire to support a team approach
- Strong work ethic
- Flexible
- Self-Starter
What We Offer
Benefits
- Medical, Dental, Vision and Disability Insurance
- PTO
- Holidays follow Stock Market Holiday Schedule (for the most part)
- 401k Matching
- Flexibility
Team Focused
- Teammates and Leadership are there to assist when you need help
Open-Door Management
- Feedback in all areas welcomed
Excellent Enviroment
- An entrepreneurial spirit, fast-paced environment, but with a strong belief in work-life balance
Details
Job Type: Full-time
Salary: $40,000.00 - $45,000.00 per year
Benefits: 401(k), 401(k) matching, Dental insurance, Flexible schedule, Health insurance, Paid time off, Vision insurance
Schedule: Monday to Friday
Education: Associate (Required)
Experience: Customer Service: 2 years (Required) / Administration: 2 years (Preferred)
Work Location: In person
