The most important part of our business is making sure our clients needs are met. We are a family owned and operated, vibrant financial planning, and investment firm with integrated tax services. We need an intelligent, intuitive, pleasant, capable administrator to support our client interactions.

Responsibilities are preparation of new account paperwork, account service paperwork, and account status reports. You will interact directly with clients via the phone and in person. This is a fulfilling position that you know that you are making a positive difference in peoples lives.

Qualifications/Requirements

1 High School Diploma or Equivalent

2 Positive Demeaner in Person and on the Telephone

3 Previous Customer Service or Client Interaction Responsibilities

4 Ability to Pass a Criminal Background Check

5 Strong Computer Skills

6 Availability between the hours of 8-5 M-F

Responsibilities

1 Answer Phones taking detailed information about client or potential client needs

2 Paperwork Preparation

3 CRM Database Management

4 Client Account Status Reports

5 Online Document Submission

6 Regulatory Requirements for Licensed Staff

7 Other Duties as Assigned