What are the responsibilities and job description for the Financial Operations Coordinator position at SGS Technologie?
Reporting Coordinator (Capital Access)
Location: Memphis, TN (Local Candidates Only)
Work Schedule: Hybrid – 3 Days Onsite
Hours: Monday – Friday | 8:00 AM – 5:00 PM
Contract: Opportunity for Extension or Full-Time Conversion
Equipment: Laptop Provided
We're looking for a Reporting Coordinator (Capital Access) to join a leading financial services organization in Memphis, TN. This is an excellent opportunity for professionals with strong client service and operations experience who enjoy working in a fast-paced, deadline-driven environment.
Key Responsibilities:
✔ Process daily operational reports with strict deadlines.
✔ Provide phone support to clients and financial advisors.
✔ Handle confidential client information with accuracy and discretion.
✔ Deliver exceptional service to high-net-worth clients.
✔ Collaborate with internal teams during meetings and training sessions.
✔ Utilize Microsoft Excel, Outlook, and other Microsoft Office applications daily.
Qualifications:
- Minimum 3 years of client service or operations support experience.
- Strong Microsoft Office skills, especially Excel and Outlook.
- Excellent verbal and written communication skills.
- Ability to multitask and make sound decisions under pressure.
- Professional, customer-focused attitude.
- Experience supporting financial advisors or working in financial services is a plus.
- High school diploma or equivalent required.