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Title: Executive Assistant/client Care Coordinator

2 months ago

Richmond, United States SBK Financial, Inc. Full time

**Why Join SBK Financial?**

SBK Financial stands out as a distinguished wealth management firm, comprising a team of talented professionals dedicated to simplifying our clients' lives and realizing their financial aspirations. Our culture fosters warmth, collaboration, and a commitment to excellence in client service. At SBK Financial, we highly value traits such as accountability, teamwork, mutual respect, and unwavering dedication to our clients' success.

**Job Summary**:
**Duties and Responsibilities**:

- Serve as a primary point of contact for partners, employees, clients, and other service providers.
- Manage telephone communications, greet and direct clients, and oversee routine office operations.
- Coordinate client and employee events.
- Handle check deposits, mail sorting, and distribution.
- Assist the Tax Director with various tasks including drafting engagement letters and assembling tax returns.
- Arrange travel and accommodations for partners.
- Procure office and pantry supplies as necessary.
- Assist in the assembly of client deliverables, including copying, printing, and preparing electronic and client copies.

**Qualifications**:

- Bachelor’s Degree preferred.
- Demonstrated work experience highlighting strong interpersonal and teamwork skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Meticulous attention to detail with excellent organizational and multitasking abilities.
- Warm, personable, and engaging demeanor.
- Client-centric mindset with a strong emphasis on delivering exceptional service.
- Ability to collaborate effectively with clients and colleagues at all levels within the firm.
- Desire and aptitude to thrive in a small company environment.

**Salary and Benefits**:
Compensation and benefits at SBK Financial are competitive, aligning with industry standards to attract and retain top talent.
- Salary commensurate with experience.
- Annual bonus potential based on individual performance and firm growth.
- Comprehensive benefits package including healthcare (including dental and vision), 401(k) with company match, and disability insurance.

Join SBK Financial today and embark on a rewarding career journey where your talents are valued, and your contributions make a meaningful impact on our clients' financial well-being.

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