Business Services Coordinator

3 weeks ago


Tulsa, Oklahoma, United States Integrity Financial Services Full time
Job Title: Business Services Coordinator

We are seeking a highly skilled Business Services Coordinator to assist with daily office operations, manage administrative tasks, ensure compliance with industry regulations, and support the growth and success of our business.

Key Responsibilities:

  • Assist with Office Procedures
  • Build Relationships with Clients
  • Provide Excellent Customer Service
  • Assist with Daily Office Operations
  • Collaborate with Senior Management

Requirements:

  • Previous Experience in Banking or Finance
  • Bachelor's Degree in Business Administration or Related Field
  • Familiarity with Investment Products and Services
  • Ability to Build Rapport with Clients
  • Strong Analytical and Critical Thinking Skills
  • Excellent Written and Verbal Communication Skills
  • Series 65 or Equivalent

Compensation Package: We offer a competitive salary of $45,000 - $65,000 per year, depending on experience, plus benefits.



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