Welcome To Joey Bocci Financial - Applying For The Office Administrator (Licensed)- Financial Services Position

Office Administrator – Financial Services (series 7 Licensed)

Job Description

Joey Bocci Financial, LLC in Erie, CO needs a personable, detail-oriented Office Administrator / Client Services Associate to join our team. As our Office Admin/Client Services Associate, you must possess a professional, pleasant service-oriented demeanor with business-appropriate phone manners; the ability to deepen and broaden client relationships; confidence in your ability to identify opportunities to create and improve efficiency; and a strong ability to work independently

Our ideal candidate is motivated to serve others, is a self-starter, and is able to easily see gaps and fill them with a positive attitude. They maintain high ethics and integrity, client and firm confidentiality and upholds a professional image with external and internal business contacts. They must also have excellent verbal and written communication, organizational skills, strong math abilities, a penchant for details, and problem-solving skills to resolve routine client questions.

Compensation range is $27-35 per hour to start, plus bonus based on experience and exceptional performance, allowance for healthcare expenses, and reitrement plan.

Primary Duties of This Position

Serve our clients and advisors with a wide variety of clerical and staff support services under limited supervision.
Provide office support, including answering telephones, assisting visitors, scheduling, and coordinating multiple calendars, meetings, events, interviews, and appointments.
Complete paperwork for meeting preparation and to open and maintain accounts in a timely manner with accuracy and precision.
Transcribing and preparing correspondence, agendas, and other documents as directed.
Help identify, establish, and streamline processes and procedures to constantly improve office efficiency and ensure that the branch and staff remain compliant with the rules and regulations of our industry.
Demonstrate the ability necessary to process account and transaction information, help clients move money between accounts and resolve and/or refer problems or inquiries.
Manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced small office work environment.
Preparing reports by performing basic information gathering and analysis as directed.
Establishing, maintaining, and updating files, databases, records and/or other documents.
Initiating efficiency and productivity improvements to maintain all processes, in a correct and timely manner.
maintain routine contact with clients to obtain, clarify or provide facts and information as you project a professional image.
Stay up to date with modern office management methods and techniques; operating standard office equipment and using required software applications.
Sort, screen, and distribute mail; order and maintain office supplies; and maintain office cleanliness, appearance and professionalism including light cleaning, etc.
Other duties and responsibilities as assigned.

Other Candidate Qualifications Desired:

Series 7/66 preferred
Minimum 3 yrs. experience with financial office administration (preferred but not required).
Proficiency with Microsoft Office Suite to produce professional documents.
Strong mathematical abilities to gather data involved in preparing reports.
Ability to work on multiple projects simultaneously and follow instructions while adhering to deadlines.
Ability to closely monitor details and ensure reports, correspondence and databases are accurate at all times.
The desire to develop and grow professionally and understand how the financial services market works.

All qualified candidates will be contacted promptly for a confidential follow-up interview. No recruiters, please.

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