Employment Type : Full-Time
Role and Duties Include, But Are Not Limited To: · Operating the office in partnership with employer and investing time in the success of the firm. Work independently to organize and manage a wide range of administrative and client support activities. Possess strong written and verbal communication skills, build strong relationships with clients. Work with the financial advisor as a team to create new clients, serve existing clients, and run an efficient office including- · Answer and greet incoming phone-calls and walk-ins · Prepare reports and materials for client appointments · Update prospective client and client data records · Proactively contact clients to set or confirm appointments and offer appropriate services · Contact existing clients to invite them to a face-to-face meeting with the financial advisor to review their financial goals · Plan and prepare marketing materials and events with the financial advisor · Organize and maintain the financial advisor's schedule · Learn and implement new tools and systems that manage client contacts and increase branch efficiency Demonstrate the following skills and abilities- · Exceptional client service focus · Efficient organization, planning and time management skills · Self?directed initiative · Effective verbal and written communication · Ability to learn new tools and systems · Flexibility to adjust to evolving client and office needs Job Type: Full-time Pay: $36,883.00 - $39,883.00 per year Benefits: Schedule: Supplemental Pay: COVID-19 considerations: Ability to commute/relocate: Education: Experience: Language: Shift availability: Willingness to travel: Work Location: One location
Precautions are optional.