5 Director of Case Design - Financial Firm - Pensacola, FL Jobs in Pensacola, FL
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Director of Case Design - Financial Firm - Pensacola, FL
$89k-116k (estimate)
Full Time
1 Month Ago
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Advisor Employee Services is Hiring a Director of Case Design - Financial Firm - Pensacola, FL Near Pensacola, FL
Director of Case Design
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company? SWAN Capital, in Pensacola, FL is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
Minimum Requirements:
- 5 years of administrative office experience in a fast-paced environment
- Financial Services industry experience required
- Proficient skills in MS Office Suite, specifically PowerPoint
- Desire to obtain long-term employment
- CRM experience
This position also required that you possess the following skills:
- Ability to prioritize projects and manage time
- Strong follow-through
- Ability to demonstrate persistence to achieve quality
- Strong organizational skills, detailed oriented, proactive, and resourceful
- Reliable with exceptional work ethic
- Demonstrate maturity and poise under pressure
- Flexibility to contribute as part of a team as well as independently
Responsibilities:
- Preparation of Financial Plans, Investment Allocation models, Insurance proposals and presentations for client meetings
- Utilize websites and software to obtain client and product information
- Compare existing solutions to those currently available in the marketplace
- Establish and maintain detailed client files
- Prepare client correspondence, including letters and email correspondence
- Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
- Assist in client meetings
Salary:
- $55,000 - $75,000/year
Benefits:
- Healthcare
- 8% 401(k) match vested at 90 days
- 15 days PTO from start
- 8 paid holidays per year
Hours:
- Monday – Friday, 9am – 5pm
Presented by Advisor Employee Services Thank you for your interest in the Director of Case Design role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Job Summary
JOB TYPE
Full Time
SALARY
$89k-116k (estimate)
POST DATE
04/06/2024
EXPIRATION DATE
05/05/2024
WEBSITE
aesplacement.com
HEADQUARTERS
Overland Park, KS
SIZE
<25
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