Job Description
We are looking for a Office Assistant / Client Service coordinator for our financial planning office. This individual will be responsible for a variety of office tasks which will allow the financial advisors to focus on the continued growth of the business. The ideal candidate must have a great attitude and be a team player. They will need administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients on a daily basis.
• Financial Industry experience and series 7/63 licenses preferred, but not required
• Familiar with MSFT Word and Excell
• Desire to obtain long-term employment
• Answer phones & greet clients in a friendly, positive and warm manner
• Be the 1st point of contact for prospects and clients
• Maintain office supplies and out-going correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Assist with client inquiries regarding their account
• Set appointments with clients and assist advisors with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system; both paper and electronic
• Complete and process new client applications
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed
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