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Oxford Advisory Group · 9 hours ago

Office Administrator

Sarasota, FL

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $60K/yr

Oxford Advisory Group is a growing financial firm specializing in clients near or in retirement, seeking an Office Administrator to enhance their team. The role involves providing exceptional customer service, managing events, and supporting team communications, all while maintaining a positive work environment.

FinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded

Answer phones, check for and take messages, connect and field incoming calls for event responders

Confirm appointments by phone and email each day and maintain our team calendar

Listen to and understand client needs, respond in a prompt and professional fashion

Assist in creating professional communications and event materials on behalf of leadership in Word, PowerPoint and our CRM system

Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires

Assist with preparation of proposals in formatting and printing

Review and proof marketing materials, letters and communication pieces

Research, input and organize prospect data in CRM system and provide executive summary of findings

Qualification

Client relations skillsMicrosoft Office SuiteEvent planningTime managementProof-reading skillsWillingness to learnCritical thinkingWritten communicationOral communicationOrganizational skills