Golden Reserve is looking for an experienced Regional Client Administrator (RCA) for our newest office location in Sheffield Village. Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT just an administrative role – you are vital part of the sales and operational teams.
As an RCA, you would be responsible for (1) all incoming and outbound client communication and correspondence (phones, digital and traditional postage), (2) managing all internal operational aspects of your region's office(s) (inventory and client experience), (3) maintaining our client filing system, and (4) providing world class custom service.
Our RCA Team is recognized as both the face and heart of Golden Reserve. They are responsible for delivering our first impression and being the point of contact for all client communications.
Golden Reserve's unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio - and it is working. We are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What we ask
· Client Service Excellence : Understanding that we are entrusted with the life savings of our clients is a huge responsibility, that we do not take lightly.
· Be The Heart : Ensure our Sales team is supported so that we can help more families – while being the compassionate front-line for our communication and client experience to our clients.
· Commitment : we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.
· Ownership : taking ownership and personal pride in the operational excellence and appearance of your office location(s), ensuring they have all the necessary items to deliver a world-class client experience.
What we need:
What we provide:
· RCA Captains – you will have multiple dedicated supporting RCA Team Leaders that help you manage (1) workload and (2) policy and training needs.
· Competitive Annual Salary - $50,000 - $60,000.
· Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
WORK SCHEDULE:
Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We pay overtime.
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
BEFORE YOU APPLY – this is NOT a typical financial services office manager position –to learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you.
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