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Office Coordinator

Company: North Point Advisor Group
Location: Altoona
Posted on: April 10, 2021

Job Description:

North Point Advisor Group is a modern financial services firm that believes in taking a holistic approach. Built on a foundational belief that financial planning shouldn't be a once-a-year meeting, the team at North Point works to give clients direction. Whether they're new to planning or have a complex financial portfolio, North Point systematically works throughout the years to meet their short and long-term financial goals.
Job Summary:The Office Coordinator facilitates the efficient operation of our Altoona, WI office location as set forth by our Director of Operations by performing a variety of clerical and administrative tasks.
Duties/Responsibilities:

  • Manage interdepartmental phone system including answering calls for three locations, transferring and screening.
  • Manage visitor and client initial and ongoing impressions.
  • Organize and coordinate office operations and procedures.
  • Responds to and resolves administrative inquiries and questions.
  • Coordinates and schedules meetings.
  • Communicate effectively with both the internal team and clients.
  • Manage external touches for the three locations (mailings, gifts, etc.)
  • Performs other related duties as assigned.
    Required Skills/Abilities:
    • Excellent verbal and written communication skills.
    • Excellent interpersonal and customer service skills.
    • Proficient in Microsoft Office Suite.
    • Excellent organizational skills and attention to detail.
    • Intermediate understanding of clerical procedures and systems such as recordkeeping and filing.
    • Strong ability and desire to work independently. Education and Experience:
      • Associate's degree required (Business Management or Financial Services field preferred).
      • Three to five years of experience in an administrative role required.
      • Two to four years of Financial Services Industry experience preferred.

Keywords: North Point Advisor Group, Rochester , Office Coordinator, Administration, Clerical , Altoona, Minnesota

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