WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be employed by a financial advisor at WestPoint Financial Group.
This position is full-time, Monday through Friday, with flexible hours. This position is located in WestPoint's office and may include limited travel for business functions.
The ideal candidate is a problem-solver who takes the initiative and consistently demonstrates a proactive approach to supporting the advisor's business. This role requires superior organizational skills, as the successful candidate will support a busy advisor and his clients with both financial services and rental property needs. This person must enjoy working with clients and consistently demonstrate follow-through and accountability.
Responsibilities:

• Answer client calls with promptness and professionalism
• Utilize CRM to document client interactions and generate business
• Review client applications for accuracy, provide data entry and case tracking
• Communicate effectively with clients and prospects across various communication mediums
• Review and organize incoming mail and e-mail
• Act as the liaison between the advisor and clients for all financial services and rental property needs
• Provide day-to-day operational support of property management functions
• Other administrative support, including reports, tracking, preparing correspondence, maintaining advisor's calendar, coordinating advisor's travel arrangements, etc.

Qualifications:

• Proficient use of computers, Microsoft Office, and the ability to learn proprietary systems and software
• Excellent written and verbal communication skills (e-mail, letters, phone and in-person)
• Able to work independently with limited supervision in a fast-paced environment
• Proactive problem-solver with exceptional organizational and multi-tasking abilities
• Strong interpersonal communication skills and diplomacy
• 2 years customer service experience in an office setting
• Reliable transportation is required

Salary: $18-22/hr
Benefits: Paid Time Off (after 30 day probation period)