Support Services Associate (PART TIME)

Our Support Services Associate (PART TIME) will be assisting CP’s administrative departments/team with the following administrative, organizational, support-oriented tasks:

• reviewing documents, determining pertinent information, entering the details into LBS using specified naming conventions; attention to detail is critical
• uploading documents sent via email to LBS (our proprietary financial planning database/web based tool)
• processing new submissions as they are received-- folder creation, filing, record keeping
• reviewing emails and handling those which have been assigned/tagged
• answer emails/phone calls
• make travel arrangements
• schedule appointments
• scan paper files to digital
• Client Service Model implementation
• Online research
• Enter client notes in CRM
• Webinar/Seminar Assistance
• Social media
• Project management for events
• Client Segmentation
• Prepare presentations (PowerPoint, Adobe)
• Client meeting prep
• Investment paperwork
• Insurance paperwork
• Name gathering
• Promotion of advisor/CP
• Paperwork prep
• Service request
• Cold call
• Other administrative, data entry, operational tasks, and training as assigned

Schedule:

• Anticipated hours: Part time, about 15-20 hrs. per week, depending on workload
• Weekly schedule: TBD (determined primarily by you and the tasks you choose)
• tasks available will be posted via a shared email system
• Duration of assignment: temporary assignment
• Work location: remote, based in Charlotte
• desk space available in the Charlotte office if desired

Preferred Skills / Experience:

• College degree preferred
• 2+ years administrative/office experience
• Excellent verbal and written communication skills
• Highly organized
• Experience with/comfort using: Ability to pick up/learn quickly with minimal training new systems/platforms (LBS, Smart Office, and others); data bases; MS Office Suite, Including (required): Outlook, Excel, Word and (ideally) Planner, PowerPoint
• Financial services experience highly desirable
• Upbeat and positive people-person with a professional and warm demeanor
• Self-directed and able to work independently with limited supervision

We will train all 5 departments, including the platforms/programs used. They all require a similar skillset, and some of platforms/programs overlap. We assume working knowledge of MS Office Suite.

We will provide a laptop to use for this work.

Job Type: Part-time

Pay: $15.00 per hour

Expected hours: 10 – 20 per week

Benefits:

• Flexible schedule
• Work from home

Experience level:

• 3 years

Work setting:

• Remote

Work Location: Remote