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Administrative Professional

Administrative Professional

Heritage Financial ResourcesBeavercreek, OH, US
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We are a small, client-focused retirement planning firm specializing in Federal Civilian retirement education and planning.

We are seeking a full-time, in-office, highly organized, personable, proactive, and detail-oriented Administrative Professional to join our team. This role is key to keeping our office running smoothly and ensuring clients enjoy an exceptional experience. The successful candidate will demonstrate strong client communication skills, technical proficiency, and the ability to handle multiple responsibilities in a warm, professional, and client-focused environment. Applicants should be extremely thorough, possess excellent communication skills, and have previous office administration experience.

Compensation : 37,500

Responsibilities :

  • Manage daily office operations and maintain an organized work environment
  • Handle data entry and client follow-up and before, during after planning appointments
  • Schedule and coordinate appointments using Calendly
  • Serve as a warm and professional first point of contact for clients
  • Support team members with administrative and organizational needs
  • Ensure client records and CRM data are accurate and up-to-date

Qualifications :

  • Organizational Skills : Ability to manage multiple priorities efficiently
  • Communication Skills : Clear, professional verbal and written communication
  • Interpersonal Skills : Build rapport easily with clients and colleagues
  • Experience with CRM platforms
  • Technical Skills : Comfort with software tools and office technology
  • Problem-Solving : Ability to anticipate needs and resolve issues quickly
  • Financial Literacy : Basic understanding of financial terms and concepts
  • Insurance license not required but preferred.
  • High School diploma or some college preferred

    • About Company

    Our commitment to excellence is reflected in both our team and the quality of our work. We genuinely care about the people we serve — we listen closely, respond thoughtfully, and always put our clients’ interests ahead of our own.

    We are privileged to serve those who have served our country in the military, as well as federal civilian employees who continue to serve our nation in their own dedicated way. With a special emphasis on supporting employees at Wright-Patterson Air Force Base and all federal civilian employees throughout the Dayton area, we provide education and guidance on federal retirement benefits.

    To ensure federal employees have the clarity and confidence they deserve, we offer free workshops with complimentary follow-up retirement planning. Our team is made up of two Series 65 Advisors and two licensed life agents, bringing a blend of professional knowledge and personal dedication to every client relationship..

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    Administrative Professional • Beavercreek, OH, US