COMPANY OVERVIEW: KBM Consulting, LLC provides innovative financial solutions in the areas of wealth transfer planning, estate planning, business succession planning, insurance planning, and executive benefits. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource and provide back-office support to our clientele.
POSITION DESCRIPTION: KBM Consulting, LLC is currently seeking an energetic, proactive full-time Administrative Coordinator to work closely with the President, Business Manager, and staff.
RESPONSIBILITIES:
Greet clients in a friendly and inviting manner.
Promptly and professionally answers the telephone which requires transferring calls, or taking messages, etc.
Coordinates all calendar scheduling for President, client meetings, conference calls (including go-to meeting calls), and personnel meetings.
Assist President with client work as needed.
Assist Business Manager with scheduling interviews, posting job openings, and adding candidates' information into Smart Office.
Provide excellent customer service by responding to firms and/or clients inquires with a sense of urgency and high caliber of professionalism.
Manage and coordinate all travel reservations, including flight, hotel, and car services as needed.
Maintain and order office supplies.
Work with IT company on resolving technical issues as they arise.
Track and renew all licensing, contracting, and CE credits.
Assist with scanning, filing, and communicating with clients.
Create and maintain spreadsheets, word documents, and power-point presentations.
Participate as a team member with special projects.
Participate in industry meetings.
Assist with posting on social media platforms, making changes to website, mailing & emailing the company marketing brochures.
Assist with marketing and following up with prospects as needed.
EDUCATION AND EXPERIENCE:
Two years administrative experience.
Two years of insurance industry experience ideal but not required.
SKILLS:
Self-Motivated.
Dependable.
Willingness to learn and understand the financial services industry.
Excellent interpersonal skills and excels at building relationships.
Strong verbal and written communication skills.
Ability to work professionally with individuals, diverse groups, and the public.
Must be proficient in the use of office equipment, including computers, scanners, fax, and copiers.
Knowledge of Microsoft Office Suite and other business-related software.
Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
JOB CONDITIONS AND REQUIREMENTS:
Full-time position in an office environment.
Job Type: Full-time
Benefits:
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Administrative: 2 years (Required)
- Microsoft Office: 2 years (Preferred)
- Insurance: 2 years (Preferred)
Ability to Commute:
- Lancaster, PA 17601 (Required)
Ability to Relocate:
- Lancaster, PA 17601: Relocate before starting work (Required)
Work Location: In person