Financial Operations Coordinator

1 week ago


Melville, New York, United States Gregory A Mosick Full time
Job Overview

Gregory A Mosick is seeking a highly organized and detail-oriented individual to assist with the day-to-day internal operations of the firm. This role will involve ensuring the timely completion of client paperwork, addressing service issues, and performing various tasks as needed.

Key Responsibilities:

  • Organize and manage client paperwork and documents
  • Communicate with clients via phone and email to address service issues and provide updates
  • Prepare and send documents, including new business paperwork
  • Collaborate with the back office and other agencies to complete new business and client requests

Requirements:

  • Experience in a fast-paced office environment
  • Strong communication and organizational skills
  • Proficiency in Microsoft Office and Salesforce

What We Offer:

A competitive starting salary and opportunities for growth and development in a dynamic and growing financial planning firm.



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