Administrative Specialist
Compass Retirement Compass Retirement Grapevine, TX Grapevine, TX Full-time Full-time $50,000 - $60,000 a year $50,000 - $60,000 a year 12 hours ago 12 hours ago 12 hours ago Are you a resourceful, organized, and friendly professional seeking an exciting opportunity to make a difference? Do you know how to manage details, thrive in dynamic environments, and foster positive client relationships? If you said YES, Compass Retirement might be your next professional home! COMPANY OVERVIEW (www.
CompassRetirement.
com) At Compass Retirement, we're not just a firm; we're a family.
Nestled in the heart of Grapevine, Texas, we've dedicated ourselves to providing top-tier retirement planning and wealth management services.
Focusing on personalized service, we guide our clients toward financial security and prosperity, ensuring a stress-free retirement.
Our team values collaboration, dedication, and, above all, genuine care for our clients.
We're deeply committed to growth and looking forward to expanding our business and the skillset and careers of our valuable team members.
We are as passionate about our employee's success as our clients.
ROLE As an Administrative Specialist, you'll be our organization's backbone, streamlining our daily operations and contributing to our ongoing success.
This position is essential to maintaining the high level of service our clients expect and deserve.
You'll be the team's administrative and project management utility player, juggling various responsibilities with grace, precision, and a positive attitude.
PRIMARY RESPONSIBILITIES Perform data entry tasks with meticulous attention to detail.
Assist with marketing initiatives to foster our firm's growth and reputation.
Manage paperwork, maintaining an organized and efficient filing system.
Handle phone calls professionally and cordially, addressing client inquiries and providing information.
Greet and welcome new clients, setting the tone for our firm's outstanding customer service.
Lead and contribute to various administrative projects, ensuring their timely and successful execution.
Assist with other administrative tasks and projects as needed.
REQUIRED QUALIFICATIONS Minimum of 2 years experience in an administrative or office role.
Strong computer skills, including proficiency in Microsoft Office Suite.
Excellent communication and interpersonal skills.
Ability to multitask and manage priorities in a fast-paced environment.
Experience in a financial services or retirement planning firm is a plus but not required.
At Compass Retirement, every day brings new opportunities to learn, grow, and contribute to our mission of guiding clients toward a prosperous retirement.
We'd love to hear from you if you're ready to make a meaningful impact and grow your career in a supportive, family-oriented environment! Compass Retirement is an equal-opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Please note:
While this role involves a range of tasks, the spirit of teamwork and a commitment to service truly sets a Compass Retirement Administrative Specialist apart.
We are looking for individuals who will excel in their tasks and share and uphold our firm's values of excellence, integrity, and personalized service.
Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
Flexible schedule Paid time off Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Grapevine, TX 76051:
Reliably commute or planning to relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
CompassRetirement.
com) At Compass Retirement, we're not just a firm; we're a family.
Nestled in the heart of Grapevine, Texas, we've dedicated ourselves to providing top-tier retirement planning and wealth management services.
Focusing on personalized service, we guide our clients toward financial security and prosperity, ensuring a stress-free retirement.
Our team values collaboration, dedication, and, above all, genuine care for our clients.
We're deeply committed to growth and looking forward to expanding our business and the skillset and careers of our valuable team members.
We are as passionate about our employee's success as our clients.
ROLE As an Administrative Specialist, you'll be our organization's backbone, streamlining our daily operations and contributing to our ongoing success.
This position is essential to maintaining the high level of service our clients expect and deserve.
You'll be the team's administrative and project management utility player, juggling various responsibilities with grace, precision, and a positive attitude.
PRIMARY RESPONSIBILITIES Perform data entry tasks with meticulous attention to detail.
Assist with marketing initiatives to foster our firm's growth and reputation.
Manage paperwork, maintaining an organized and efficient filing system.
Handle phone calls professionally and cordially, addressing client inquiries and providing information.
Greet and welcome new clients, setting the tone for our firm's outstanding customer service.
Lead and contribute to various administrative projects, ensuring their timely and successful execution.
Assist with other administrative tasks and projects as needed.
REQUIRED QUALIFICATIONS Minimum of 2 years experience in an administrative or office role.
Strong computer skills, including proficiency in Microsoft Office Suite.
Excellent communication and interpersonal skills.
Ability to multitask and manage priorities in a fast-paced environment.
Experience in a financial services or retirement planning firm is a plus but not required.
At Compass Retirement, every day brings new opportunities to learn, grow, and contribute to our mission of guiding clients toward a prosperous retirement.
We'd love to hear from you if you're ready to make a meaningful impact and grow your career in a supportive, family-oriented environment! Compass Retirement is an equal-opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Please note:
While this role involves a range of tasks, the spirit of teamwork and a commitment to service truly sets a Compass Retirement Administrative Specialist apart.
We are looking for individuals who will excel in their tasks and share and uphold our firm's values of excellence, integrity, and personalized service.
Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
Flexible schedule Paid time off Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Grapevine, TX 76051:
Reliably commute or planning to relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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