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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $35,000.00 - $45,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
401k
Paid Time Off
Training and Development
competitive salary
Job Description
Freedom Financial Group is a reputable financial services company located in Birmingham, AL, dedicated to providing comprehensive retirement planning solutions to its clients. With a strong commitment to delivering exceptional service and building meaningful client relationships, Freedom Financial Group helps families navigate retirement with clarity, confidence, and peace of mind. As a trusted advisor in the financial planning industry, the company offers a dynamic and supportive work environment that values client satisfaction, professional growth, and operational excellence. Their team-oriented culture encourages collaboration, integrity, and a passion for helping clients achieve their financial goals under one roof. The company is currently... Show More
Job Requirements
- Associate’s degree or equivalent work experience required
- 1-2 years of office/administrative experience in a fast-paced environment
- Proficient with MS Office Suite
- Familiarity with CRM platforms (Lead Center a plus)
- Strong organizational skills
- Attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent verbal and written communication skills
- Experience with calendar management
- Ability to work in a time-sensitive environment and adapt to changes without impacting work quality
Job Qualifications
- Associate’s degree or equivalent work experience
- 1-2 years of experience working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms (Lead Center platform a plus)
- Industry experience preferred, but not required
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills, both verbal and written delivered with a sincere and caring attitude
- Calendar management
- Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work
Job Duties
- Greet and welcome all clients and prospective clients with warmth and professionalism
- Ensure clients are comfortable and cared upon arrival
- Prepare meeting rooms and maintain a clean, organized office environment
- Promptly answer and direct calls to the appropriate team member
- Provide helpful and knowledgeable assistance and take concise messages
- Schedule follow-up appointments for clients and prospects before leaving the office
- Manage and coordinate calendars for efficient scheduling
- Handle confirming appointment details
- Support administrative tasks as needed to ensure seamless client experience
- Responsible for ensuring beverage station is accessible, stocked and clean
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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