Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Exact $20.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
Employee assistance program
mentorship
Job Description
Our organization is a well-established financial services company proudly serving over nine million clients. We emphasize a client-centric approach, ensuring personalized and effective financial solutions for each individual we support. With a diverse team composed of professionals from varied backgrounds and experiences, we value different viewpoints that contribute to our collective success. Our commitment to excellence and innovation has positioned us as a trusted leader in the financial advisory sector, offering a dynamic and rewarding environment for growth and career development.
We are currently seeking motivated candidates to join us in the critical role of Branch Office Administrato... Show More
We are currently seeking motivated candidates to join us in the critical role of Branch Office Administrato... Show More
Job Requirements
- High school diploma or equivalent
- Minimum of one year of administrative or customer service experience
- Strong communication skills
- Ability to manage multiple tasks effectively
- Basic proficiency with computer applications
- Willingness to learn and adapt in a dynamic work environment
- Positive attitude and strong work ethic
Job Qualifications
- High school diploma or equivalent
- Previous experience in administrative support or customer service roles preferred
- Excellent communication and interpersonal skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office and financial software applications
- Ability to work independently and as part of a team
- Detail-oriented with a commitment to accuracy and client confidentiality
Job Duties
- Delivering exceptional personalized service to clients to ensure they feel understood and informed
- Supporting client accounts by managing administrative tasks and facilitating communication
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listening for client needs that may indicate opportunities for additional services
- Driving marketing activities including planning and executing client events
- Collaborating closely with financial advisors and other team members to ensure seamless client service
- Maintaining accurate and organized client records and documentation
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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