Job Description

Ideal Retirement Solutions is seeking a highly motivated Administrative Office Coordinator to join our team and support the continued growth of our firm through exceptional client experiences. In this role, you will wear many hats, from greeting guests and assisting with office operations to actively participating in events and helping drive meaningful results. This role is required in person primarily at our Port Charlotte headquarters. Events will be held in venues throughout SWFL. You must be local and willing to be on-site to be considered for this opportunity. Responsibilities: Events: • Execute client events (workshops, seminars, and client events) to build relationships and promote our services • Set up and break down event equipment • Oversee event execution and ensure a smooth and successful experience for all attendees Other Duties: • Prepare the office for prospect and client meetings • Maintain the cleanliness and stock of office supplies • Greet and welcome clients, visitors, and prospects in a professional and friendly manner • Answer incoming phone calls and route them to the appropriate team members • Take and relay accurate messages • Manage office calendars, schedule client meetings, and confirm appointments • Assist with preparing meeting materials and maintaining client files • Assist with basic administrative tasks such as scanning, copying, and filing Qualifications: • Experience in Marketing, Communications, or a related field (preferred) • Experience in Data Entry and/or CRM management • Experience in Customer Service • Excellent written and verbal communication skills • Highly organized and detail-oriented with the ability to manage multiple tasks simultaneously About Company: At Ideal Retirement Solutions, we build retirement plans that are clients' ideal Solutions! Come join one of the Charlotte Harbor area's fastest-growing and exciting independent retirement planning firms. We are driven by the aspirations of clients. If you are a motivated individual who is energized by service to others, then we have an exciting opportunity for you!

Job Tags

Work at office, Local area,

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