*Job Summary:*
As the Front Office Associate, your primary focus will be creating an exceptional experience for our clients and guests, both in person and over the telephone.
This role encompasses various supportive and clerical responsibilities.
We are looking for an individual who brings a positive attitude to work, excels in a coaching environment, is highly organized, and adept at multitasking.
*About Us*
Abich Financial Services is a Phase 2 retirement planning firm.
We are a fiduciary financial firm and seek to create a better everyday life for everyone in our reach by taking away financial stress and through the endless pursuit of financial freedom.
*Our Mission*
We help people retire with dignity and confidence.
*Our Values*
* Communicate With Transparency and Honesty
* Create Family Atmosphere of Love and Warmth
* Listen, Then Listen More
* Pursuit of Excellence Through Humility and Hard Work
* Never stop learning
*Job Responsibilities:*
Your role will encompass, but is not limited to, the following:
* Open and close the office daily, ensuring a smooth start and end to business operations.
* Answer incoming phone calls promptly and efficiently.
* Assist in greeting incoming clients and offering beverages to enhance their experience.
* Manage incoming and outgoing mail to ensure timely correspondence.
* Maintain Advisors' calendars and provide updates on daily appointments and cancellations.
* Make daily outreach, scheduling, and follow-up calls to facilitate smooth communication.
* Handle vendor relationships and place orders for office supplies and amenities.
* Prepare materials for dinner workshops, educational classes, client events, etc.
* Assist in client and team event planning
* Provide training and support to team members as needed throughout the day.
*Skills & Requirements:*
* Possess two plus years' experience in an administrative role with strong organizational and communication skills.
* Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
* Ability to prioritize tasks effectively, handle urgent matters, and ensure proper follow-up and closure on daily tasks and projects.
* Previous office management experience is a plus.
* Display exemplary customer service and handle confidential information discreetly and professionally.
* Excellent verbal and written communication skills for effective interactions with agents, clients, and third parties.
* Familiarity with financial services, particularly investment management, annuities, life insurance, is advantageous.
If you are interested in applying, please submit your resume.
*Job Type: *Full-time
*Salary:* $55,000.
00 - $65,000.
00 per year
*Benefits:*
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
*Schedule:*
* 8 hour shift
* Monday to Friday
*Supplemental pay types:*
* Bonus pay
*Application Question(s):*
* Abich Financial has employees and staff with severe chemical sensitivity, so we maintain a fragrance-free office.
Would you feel comfortable working in this environment?
*Experience:*
* 2+ years in an administrative, clerical, or secretarial role (Required)
*License/Certification:*
* Life Insurance License (Preferred)
*Work Location:* On-site in Ashburn, VA 20147
Job Type: Full-time
Pay: $55,000.
00 - $65,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Health insurance
* Paid time off
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
Application Question(s):
* Abich Financial has employees and staff with severe chemical sensitivity, so we maintain a fragrance-free office.
Would you feel comfortable working in this environment?
Education:
* Bachelor's (Required)
Experience:
* Office: 2 years (Required)
License/Certification:
* Life Insurance License (Preferred)
Work Location: In person
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