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Office Professional

Responsibilities

Greet in-person clients, both scheduled and non-scheduled, as first point of contact
Handle incoming telephone calls to Apeiro Wealth Group and respond to requests for information
Manage office voicemail ensuring reasonable response within same or next business day
Maintain calendars for Advisors, adjusting to scheduling needs on a weekly basis
Track and update internal mailing lists, birthday cards and monthly calling lists
Perform routine administrative duties such as maintaining office supplies and processing mail
Assist in planning and inviting clients to events
Complete and follow up on documents and applications to ensure processing
Drive activity by scheduling meetings with clients and/or prospects on behalf of Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Maintain professional appearance and cleanliness of reception and conference room, including light cleaning and trash removal
Complete other miscellaneous tasks as assigned
The Office Professional will support the team of Advisors in multiple facets of client engagement. They will be a primary point of contact for clients on a day-to-day basis.

Required Qualifications & Skills

Excellent communicator with a high level of in-person, phone and written communication skills
Positive outlook regardless of circumstances, workload, external issues
Solution-oriented mindset, able to proactively remedy issues that arise
Able to work with multiple personality and work style types, shift gears quickly and efficiently
Attention to detail in all areas (nothing gets by you)
Self-motivated and inherently accountable to doing excellent work and providing world-class service
Ability to maintain the highest ethical, confidential, and professional standards
Proficient in Microsoft Office Suite, Outlook

Preferred Qualifications & Skills