Overview
Office Administrator Jobs in Rio Rancho, NM at Innovative Investment Professionals
About us
Innovative Investment Professionals is a well-established financial advisory firm located in Rio Rancho, NM. With over 30 years in business, we specialize in helping clients achieve their financial goals through personalized guidance and educational seminars. Our services include retirement planning, investment advisory, insurance solutions, and estate preservation strategies. We are committed to delivering safety, reasonable returns, and simplicity to ensure a stable financial future for our clients. .
Our work environment includes:
- Modern office setting
Office Administrator Job Description
About Us:
Innovative Investment Professionals is a well-established financial advisory firm located in Rio Rancho, NM. With over 30 years in business, we specialize in helping clients achieve their financial goals through personalized guidance and educational seminars. Our services include retirement planning, investment advisory, insurance solutions, and estate preservation strategies. We are committed to delivering safety, reasonable returns, and simplicity to ensure a stable financial future for our clients.
Role
We are seeking a detail-oriented and organized Office Administrator to join our team. The ideal candidate will be responsible for a variety of administrative tasks, including appointment scheduling, CRM upkeep, data entry, filing, and other support functions necessary for the efficient operation of our office.
Responsibilities
- Schedule and manage appointments for financial advisors and clients.
- Maintain and update the customer relationship management (CRM) system.
- Perform accurate and timely data entry tasks.
- Handle filing, scanning, and organization of important documents.
- Assist with the preparation and distribution of reports and presentations.
- Respond to client inquiries and provide excellent customer service.
- Coordinate office supplies and ensure the office is well-maintained.
- Support various administrative tasks as needed.
**Role will require a background check and fingerprinting for industry compliance purposes**
Job Qualifications
Minimum qualifications:
- High school diploma or equivalent; additional qualifications in office administration are a plus.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems.
- Excellent organizational and multitasking abilities.
- Strong attention to detail and problem-solving skills.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
Preferred qualifications:
- Proven experience as an office administrator, office assistant, or relevant role
- Experience with RedTail CRM or SquareSpace Scheduling software
Benefits
- Competitive hourly wage ($18 – $22 per hour).
- Professional and supportive work environment.
- Opportunities for growth and development within the company.
- Comprehensive benefits package available for full-time employees.
Innovative Investment Professionals is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $18.00 – $22.00 per hour
Benefits:
- Health insurance
- Paid time off
Experience:
- Microsoft Office: 3 years (Preferred)
- Administrative experience: 3 years (Preferred)
Ability to Commute:
- Rio Rancho, NM 87124 (Required)
Ability to Relocate:
- Rio Rancho, NM 87124: Relocate before starting work (Required)
Work Location: In person
Title: Office Administrator
Company: Innovative Investment Professionals
Location: Rio Rancho, NM
Category:
