Anderson Business Advisors
About Anderson
Anderson Business Advisors is a planning and consulting firm with a focus on providing high-quality services to real estate investors, stock traders, and business owners. Services provided focus on Asset Protection, Estate Planning, and Tax Planning. We are looking for an experienced Advisor Admin for our sales department. This position will work with our sales department to assist our Advisors.
Our Company Values are: Integrity | Resilient | Driven | Innovative | Conscientious
Description
This position is remote. You can work from anywhere in the United States except NY and provided you have a quiet, interruption-free environment.
Starting pay – $18.00 per hour plus bonus. Full benefits are provided for employees at no cost.
Job Responsibilities:
- Provide support to assigned Sales Advisor and their prospective and existing clients
- Manage their calendar, confirm client appointments, coordinate Pre-Onboarding calls, etc
- Collaborate with the Advisor to create and send Proposals to clients as well as monitor and follow up on active sales proposals
- Work with Salesforce CRM system to access and or update client information
- Respond to existing client queries in timely, professional manner
- Be able to perform other duties as per changing needs, priorities, and Supervisor guidelines
- Collaborate with other departments ie; Client Success Coordinators, Tax, Accounting and Bookkeeping Teams to ensure client needs are met
- Provide World Class Service to our clients as well as our fellow Anderson employees
Job Requirements:
- Minimum High School Diploma with Associates Degree preferred
- Minimum of 2 years client service experience
- Highly computer literate and a proficiency with Google Suite, Sales
- High degree of accuracy and attention to detail; proper phone etiquette, grammar, and spelling a must
- Ability to problem solve
- Ability to work well in a team and work closely with an Advisor
- Ability to prioritize work and complete work in a timely manner with attention to detail and accuracy
- Ability to work independently at times without direct supervision
- Sales background a plus
Full Benefits Include:
- Competitive compensation
- Insurance plans including health, dental and vision; short and long-term disability, 401(k) plan and more
- Generous allocation of paid time off and holidays
- Unlimited career growth potential
A full background check, internet and social media search and drug screen are performed.
Anderson is an EEO employer as defined by the EEOC.