Job purpose

If you are looking for an opportunity with a growing company, great leadership and fun co-workers, Trajan Wealth is the company for you!

The Client Services Administrator is responsible for assisting the Client Services Specialists with administrative support, ensuring data in our CRM is properly entered, and providing excellent customer service to our clients.

Duties and responsibilities

• Data entry into Salesforce CRM
• Updating annuity account values within SF CRM
• Scanning & uploading annuity statements in SF CRM
• Provide tech support for TD Ameritrade logins
• Maintain external accounts such as Held - Aways, Cantor, & PCRA values within SF CRM
• Assist with any special SF projects needed. 2-3 projects per month
• Report Review (new business reporting, money in reporting, auditing account info)
• Assist clients with any address changes
• Assist with beneficiary changes & ownership changes for Trajan Wealth™ and Trajan Estate
• Offer support to Client Services Specialist
• Answer phones and provide excellent customer service
• Serve as back up to front desk reception as needed

Qualifications

• High School Degree or Equivalent
• Excellent written and verbal communication skills
• Excellent customer service attitude
• Detail oriented
• Exceptional problem-solving skills
• Proficient with Microsoft Office primarily Email, Calendar and Excel

Benefits

• Competitive salary
• 401k with matching component up 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!