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Service Coordinator/Administrative Assistant
2 months ago
Our client is a trusted partner in crafting personalized financial solutions tailored to the uniqueneeds of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, our full-service firm specializes in the implementation of comprehensive financial plans, empowering clients to achieve their long-term financial goals with confidence and clarity.Overall FunctionA Service Coordinator specializes in internal operations, calendar management for team/advisors, setting reviews and meetings with current clients and prospects, client service of risk and variable/investment products, and ensuring the maintenance of an efficient and compliant practice. This role is best suited for a highly organized individual who wants to be a part of a fast-paced team.This role is Full-Time and In Office, with the potential for future remote work opportunities once training has been completed successfully. The coordinator supports the Advisors as well as the team as a whole.Responsibilities include, but are not limited to:Phone clients and referrals; great communication skills required.Calendar Management: setting meetings with clients/prospects and sending out invites/Zoom link for appropriate advisor as well as confirms for each meeting.Email delegation; review emails and delegate to appropriate team member.Follow-through throughout underwriting process; coordinate with clients/underwriters for medical documents etc.CRM input; new prospects as well as updating information for existing clients.One Drive Management; ensuring all statements/notes are saved appropriately.Manage licensing for Advisors to make sure stay in compliant. General administrative work/errands for teamPreferred Qualifications/LicensingBachelor's Degree, or equivalent relevant work experienceCRM experience preferredRequired SkillsExcellent oral and written communication skillsStrong attention to detail with the ability to work with a high degree of accuracyAbility to manage multiple projects and assignments in a timely and quality mannerAbility to embrace change and work in a fast-paced environmentAble to work both independently and on a team, both internally and with clientsAbility to maintain confidentialityCompensation/Benefits$60K base + BonusHealth Insurance401(k) after one yearFlexible PTO
