You're Viewing 1 Of 95,000+ Jobs On OysterLink
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $40,000.00 - $50,000.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Paid Time Off
401k with match
Job Description
Presley Wealth Management is a reputable financial planning firm located in Denham Springs, LA. Known for its commitment to providing personalized financial services, the firm focuses on helping clients achieve their financial goals through strategic planning and tailored advice. With a professional team dedicated to excellence and client satisfaction, Presley Wealth Management has established itself as a trusted advisor in its community. The company fosters a collaborative and growth-oriented environment where both clients and employees thrive. Its emphasis on integrity, professionalism, and innovation ensures that clients receive the best guidance possible in managing their wealth effectively. The firm is currently... Show More
Job Requirements
- High school diploma
- Minimum 1 year of experience in working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Strong organizational skills and strong attention to detail
- Self-starter
- Excellent communication skills
- both verbal and written
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Sincere and caring attitude
- Provide outstanding client service
- Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work
Job Qualifications
- High school diploma
- Minimum 1 year of experience in working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Strong organizational skills and strong attention to detail
- Self-starter
- Excellent communication skills
- both verbal and written
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Sincere and caring attitude
- Provide outstanding client service
- Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work
Job Duties
- Answer phones and greet clients in a friendly, warm manner
- Record notes from every client conversation in the database
- Enter and maintain databases of clients and prospects
- Maintain an organized, compliant and efficient filing system
- Pull appropriate client and prospect files every morning for scheduled visits
- Prepare conference rooms for client and prospect visits
- Manage advisor’s calendar regarding visits scheduling and rescheduling
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
Don't Stop At One Job - There's More
Create a free profile
We'll match you with best jobs
Get job offers faster
Search For More Opportunities:
More Jobs Like This:
Nearby Cities
Jobs By Filter