Summary



You want more than a job, but rather a path forward to a rewarding career and an exciting future.



That's why we need you, a personable, enthusiastic administrative professional who is flexible and committed to working hard. You will work to improve and implement filing systems, internal processes and client databases. You will have the exciting opportunity to foster growth as we work to meet our goals. You will also be challenged by the high-energy environment where you will be a key player in promoting the brand. If you want to play an integral role in developing customer relationships and improving business processes, then consider working for here.



Job Responsibilities

• Offer administrative support as needed, including (but not limited to) managing calendars, scheduling meetings, answering phones and taking detailed messages.


• Being a liaison between our team and off-site service providers.


• Greet clients promptly and take care of their needs in a friendly and professional manner, while determining whether it is appropriate to direct them to a financial planner.


• Organize and file digital and physical documents, including forms, client information and various reports.


• Follow up with clients and potential clients as required to ensure that their needs are being adequately met and to build rapport.
  
   

• Strong knowledge of word processing and spreadsheet software, filing systems and general office procedures


• Strong Verbal and written communication skills


• Well-developed interpersonal skills and knowledge of customer service principles, including customer needs assessments and customer satisfaction evaluations


• Accuracy and attention to details
  
   

• High school diploma or equivalent


• Genuine interest in financial services


• Boundless desire to learn and grow professionally