OFFICE COORDINATOR Needed MONTGOMERY, AL (Minimum 2-3 years of experience in an administrative or support role is preferred) Position Summary: Professional, detailed, and creative-minded individual works closely with high performing advisors to prepare attractive, informative, and persuasive proposals, itineraries, invoices, and data entry, freeing the advisors to focus on client relationship opportunities, design and management. Coordinator Responsibilities: o Create and maintain attractive, compelling, and informative proposals and itineraries with accuracy, thoroughness, and brand identity o Create and maintain a scheduled plan for transfer of information between self and advisors o Create, process, and maintain detailed records in database o Generate invoices and reports o Prepare travel documents and client-related mail o Create and maintain organized electronic and physical client related files o Create and maintain organized electronic library and templates for both proposals and final documents o Liaise with advisors during designated times for transfer of information, requests, updates, and documents. o Assist with coverage of certain designated responsibilities in Operation Administrator’s absence Critical Qualities and Skills: o Excellent communication skills, written and verbal o Self-motivated and -disciplined in a high-performance office o Possesses inherent design as well as organizational skill o Competently confident, solution-minded, and decisive o Manage duties and priorities responsibly o Strong computer skills – MS Word, Excel, Outlook, Publisher, and CRM Team o Work outside of office hours on occasion for special promotion or event o Perform other related duties as needed GREAT COMPANY, COMPETITIVE STARTING SALARY BENEFITS J-18808-Ljbffr