Job Overview
Employment Type
Hourly
Compensation
Type:
Hourly
Rate:
Range $22.00 - $24.00
Work Schedule
Standard Hours
Flexible
Benefits
Medical insurance
Dental Insurance
Vision Insurance
401K Plan with employer match
Profit sharing
life insurance policy
Paid Time Off
Paid holidays
Annual trip
Job Description
Oxford Retirement and Estate Planning is a esteemed firm located in Sun City, AZ, specializing in providing comprehensive retirement and estate planning services. The company is dedicated to guiding individuals and families through the complexities of financial planning with a commitment to integrity, personalized care, and exceptional expertise. Its mission is to help clients achieve peace of mind and security throughout their retirement years and beyond. Oxford Retirement and Estate Planning operates with a client-centric approach, emphasizing tailored financial strategies designed to meet the unique needs and goals of each individual or family they serve. The firm prides itself on... Show More
Job Requirements
- High school diploma or equivalent
- 1+ years’ experience in a busy office environment
- Prior customer service or administrative experience preferred
- Proficiency in Microsoft Office applications including Outlook, Word, and Excel
- Ability to adapt quickly to changing processes
- Strong organizational skills and ability to prioritize multiple tasks
- Excellent written and verbal communication skills
- Attention to detail and accuracy
- Ability to build and maintain client relationships
- Self-motivated and able to work independently
- Commitment to ethical conduct and handling confidential information with integrity
Job Qualifications
- High school diploma or equivalent qualification
- 1+ years’ experience in a busy office environment
- Prior experience in a customer service or administrative role is preferred
- Demonstrates proficiency and confidence working in Microsoft Office (Outlook, Word, Excel)
- Embraces change and adapts quickly to evolving processes
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
- Excellent communication
- written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Job Duties
- Answer phones and greet clients in a friendly, positive, and warm manner
- Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
- Maintain the telecommunication system, including welcome screens, voicemails, telephone messages, and RepChat texts
- Bake fresh cookies daily as part of the guest experience
- Be the first point of contact for prospects and clients
- Manage the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
- Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
- Build and improve upon client relationships
- Maintain the firm’s CRM system (Salesforce) through accurate data entry and database management
- Sort and distribute incoming mail
- Retrieve client files as needed by the team
- Keep all brochures, packets, and handouts stocked and up to date
- Contact clients to confirm appointments via email, text, or phone calls, and provide reminders of time and location two to three days in advance
- Work alongside the Marketing Department on calls to clients and prospects as needed
- Be available for approximately four client events throughout the year (4-5 hours approximately per event)
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Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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