Support Specialist

Support Specialist

Reports to:

Operations Manager

Employment Type:

4-5 days per week, 35-40 hours per week

Benefits:

Competitive salary, paid PTO,401k, health benefits, potential for profit sharing, and a schedule that values work-life balance. The Support Specialist will have the opportunity to work from home in inclement weather or under limited, special circumstances pre-approved by the Operations Manager.

Hours and Location:

Charter Oak Capital Management, Portsmouth, NH with travel to the Kennebunk or Portland office only as needed.

Responsibilities:

§ Answer, screen, and route incoming calls

§ Manage internal electronic filing system

§ Coordination of lunch ordering for Portsmouth office

§ Assist in maintaining a welcoming office environment for clients

§ Sending/receiving mail and correspondence

§ Print and send monthly and quarterly client mailings

§ Scanning and copying as needed

§ Manage weekly, monthly and quarterly tasks which directly support fellow staff members and clients

§ Manage reception, welcoming and settling clients for appointments with their Advisors in the event that a front desk professional is out

§ Check appointment schedules and see that client folders are on hand; create if needed

§ Assist with post appointment cleanup and office maintenance

§ Ensure office and staff supplies are organized

§ Assist Operations Manager in coordinating on and off campus firm events

Essential Knowledge:

§ Associate degree or higher

§ 2+ years in reception or customer service driven role

§ Experience with an office phone system

§ High level of computer proficiency and expertise in MS Suite

§ Experience within a financial services firm a plus

§ Experience with financial software a plus

Skills & Abilities:

· Excellent attention to detail and adept at prioritizing and organizing

· Strong written and verbal communication skills including high-level competence in writing, editing and proofreading

· High level of integrity and regard for confidentiality

· Desire to provide high quality client service and support

· Anticipates Client and Advisor needs and expectations

· Ability to multi-task, leading multiple projects with significant scope and impact

· Works well independently but also thrives in a collaborative, team environment