What are the responsibilities and job description for the Financial Assistant position at Cudlipp Financial Services, Inc.?
Summary of Essential Duties
This team member is responsible for supporting firm business development efforts through the implementation of the firm’s values and expectations. Additionally, this person supports the client experience through direct client interaction. This person is highly creative, an excellent communicator in both written and verbal forms, demonstrates a positive can-do attitude, enthusiasm and a strong aptitude for learning. Organization skills and attention to detail are critical. Additionally, this team member is responsible for the completion of the essential duties and responsibilities outlined below:
Outcome
- Support high client satisfaction through excellent customer service, prompt follow-up with client issues and proactive problem solving
General Administrative
- Prepare files for meetings & complete actionable items post meeting
- Prepare and process paperwork
- Manage tasks & workflows in different systems
- Handle client service requests
- Compliance upkeep
Knowledge, Skills & Attributes
- Exceptional organizational skills; ability to multi-task and meet deadlines
- Highly competent computer skills, advanced knowledge of Microsoft Office Suite
- Exceptional oral, written and interpersonal communication skills
- Professional appearance and demeanor
- Strong initiative
- Energetic, eager to learn and willing to cooperate
- You understand and appreciate the fact that a team environment is both productive and efficient, and have the ability to compromise, show respect to others and listen to the needs of your teammates and prospective clients
- You’re a self-driven individual, naturally punctual, and structured with your day. Your focus and drive keeps you on track all the time
- Willingness to learn, embrace change, and work in a fast-paced environment both independently and as a team
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Experience:
- Financial services: 2 years (Required)
Work Location: In person
Salary : $50,000 - $80,000