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Client Services Coordinator

2 months ago

Henderson, Nevada, United States Financial Planning Firm Full time
Job Description

Job Title: Remote Client Services Administrator - Financial Planning Firm

Location: Remote

Hours: 30-40 hours per week, Weekends off

Job Type: Contract (1099)

Company Overview:

We are a dynamic financial services company based in the United States, specializing in comprehensive financial planning for our clients. We are seeking a motivated and detail-oriented Client Services Administrator to join our team remotely.

Job Summary:

As a Client Services Administrator, you will play a crucial role in supporting our financial planning activities. You will work remotely from home, with occasional evening attendance at financial planning events. Your responsibilities will include scheduling clients, maintaining our retail database, coordinating application completion with clients, handling paperwork, and managing client notes and accounts in Redtail CRM. Additionally, you will be responsible for planning and organizing events throughout the year.

Key Responsibilities:

  • Schedule client appointments and maintain calendar
  • Update and manage retail database
  • Coordinate application completion with clients
  • Handle paperwork and documentation efficiently
  • Upload and manage client notes and accounts in Redtail CRM
  • Plan and organize financial planning events throughout the year
  • Attend financial planning events 2-4 times a week in the evening

Requirements:

  • Proficiency in Redtail CRM and Docupace system preferred
  • Strong Microsoft Excel skills
  • Experience in bookkeeping is beneficial
  • Notary certification required
  • Paralegal experience is a bonus
  • Experience is not required; training will be provided
  • Must have a can-do attitude and willingness to learn
  • Must be willing to submit a background check prior to being hired

Qualifications:

  • Proven experience in a similar role is beneficial but not required
  • Excellent organizational and multitasking abilities
  • Strong attention to detail and accuracy
  • Ability to work independently and remotely
  • Effective communication skills, both written and verbal
  • Ability to manage priorities and meet deadlines consistently

Benefits:

  • Remote work opportunity
  • Weekends off
  • Performance bonus eligibility based on achieving business metrics