2 Jobs in Crofton, MD
Magellan Financial is Hiring an Executive Office Manager Near Crofton, MD
Copper Creek Financial is a notable independent firm, specializing in retirement planning, insurance, investments, and wealth management. Our core is rooted in profound knowledge and a solid dedication to serving our clients, offering tailored financial plans primarily designed to guide clients towards achieving a financially stable retirement.
Role Summary:
The Office Manager is responsible for the creation of new accounts, guaranteeing that clients enjoy a smooth transition that aligns with our firm's elevated standards. This position requires proficient multitasking, outstanding customer service, and adherence to our stringent criteria of excellence, playing a vital role in upholding client contentment and improving the efficiency of operations.
The Salary Range for this position is : $50,000 - $55,000
Primary Responsibilities:
- Process paperwork associated with new life insurance, annuity, and investment accounts.
- Provide exceptional customer service to new and existing clients, answering all queries about their accounts promptly and professionally.
- Assist in the onboarding process of new clients and ensure they are fully informed and comfortable with our services.
- Answer phones, email communications, scanning, copying files.
- Help with other projects and responsibilities as needed.
Required Qualifications:
- A minimum of 1-2 years of experience in a similar role within the financial services industry is strongly preferred.
- Exceptional customer service and communication skills.
- Proficient in Microsoft Office Suite and financial planning software.
- Ability to multitask and manage time effectively.
If you want to join a dynamic and passionate team dedicated to making a difference in people's lives, apply now!
Copper Creek Financial is an equal-opportunity employer and values diversity.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Ability to Relocate:
- Crofton, MD: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
Investment Management
$78k-103k (estimate)
02/26/2024
06/29/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
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