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SalaryJoin a flourishing Financial Advisors office with a solid foundation. As an esteemed independent organization, we boast a notable history in wealth management and crafting successful retirement plans. Our commitment focuses on enabling clients by offering crucial knowledge and tools necessary for informed and tactical financial decisions.
Position: Administrative Coordinator
Salary: $37,000-$40,000 (90 and 60 day raise incentives, quarterly bonuses)
Role Summary:
Our team is on the lookout for an Administrative Specialist to play a pivotal role in our financial advisors office. In this key position, you'll take charge of client onboarding, handle inquiries, manage critical documents, and boost client satisfaction levels. Become an integral component of our dedication to outstanding financial service excellence by joining us!
Duties:
- Streamline client onboarding.
- Provide superior client service.
- Oversee investment and insurance paperwork.
- Gather client feedback and assess satisfaction.
- Partner with the advisory team to achieve service goals.
Preferred Skills:
- High school diploma
- Strong communication, multitasking, and time-management skills.
- Attention to detail.
- Familiarity with the financial sector and products.
- Proactive and a positive attitude.
- Problem-solving aptitude with a client-centric mindset.
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type: Full-time
Pay: $37,000.00 - $40,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
