Office Administrator - Appointment Setter Job at Sullivan Financial Partners
Great communication, exemplary customer service, positive attitude, energetic love of helping people, an ability to be persuasive, and a drive to find ways to improve are all key objectives in this role. We are a retirement and financial planning firm. We are family owned, and view our team and clients as an extension of that family.
Principal Job Duties:
· Negotiating contracts with restaurants where we host events throughout the year
· Setting up for evening events as well as scheduling appointments with attendees
· Attending several evening workshops per month
· Maintaining CRM database
· Making confirmation calls for appointments, workshops, events, etc
· Receiving incoming calls and directing as necessary
· Greeting clients arriving at our office for appointments
· Maintaining the principal calendar for the firm
· Customer Service and Response. Addressing customer needs, whether in person or by phone.
· Assisting with drafting and review of business correspondence.
· Partnering with our advertising partners for workshop invitations
Requirements
· Positive & energetic attitude
· Ability to work evening workshops several nights per month
· Travel is required for our satellite locations. You will travel with the principal of the firm for approximately 4-5 days at a time. This will occur 6-8 times annually.
We are a very close office who loves to have fun. We work hard, and we play hard. If you are an upbeat, positive person, we look forward to seeing if you fit as a member of our team.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Application Question(s):
- What do you feel is your strongest trait for this position?
- Are you a positive person?
- Do you love to help people?
Work Location: One location
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