Executive Assistant/Client Services Coordinator
1 month ago
We are seeking a highly organized and detail-oriented Executive Assistant/Client Services to join our team at KAZ, SP. As a key member of our financial planning firm, you will be responsible for managing client relationships, providing administrative support, and ensuring the smooth operation of our office.
- Manage client relationships and provide exceptional customer service
- Provide administrative support to our financial advisors, including scheduling, data entry, and correspondence
- Track and renew advisor licensing, continued education, and compliance requirements
- Maintain accurate records and data entry in our CRM system
- Coordinate meetings, appointments, and events
- Ensure the office runs smoothly and efficiently
Requirements:
- 3-5 years of experience in a similar role
- Proficiency in Salesforce/CRM, Morningstar Workstation, and Outlook
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- Competitive salary and bonus potential
- Medical benefits, holiday pay, and vacation time
- Simple retirement plan with 3% match
- Full-time position in a dynamic and supportive team
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