Financial Services Support Coordinator

2 weeks ago

Newnan, Georgia, United States Randstad Full time

Position Overview: Are you skilled in providing support to a leading investment advisor? Randstad is seeking a Business Professional who excels in communicating with affluent clients to deliver a premium client experience. A foundational understanding of investment principles, practices, and procedures within the financial services sector is advantageous.

  • Educational Requirements: Associate's Degree/Preferred: Bachelor's Degree
  • Experience Requirements: 2-4 years required/Preferred: 4-7 years in the financial services field
  • Licenses/Certifications: Series 7, 63/65 (or 66) must be obtained within the first 6 months of employment.

To be considered, please apply directly to the job posting and complete the required questionnaire. Only candidates with relevant Executive Assistant experience will be evaluated.


Compensation: $65,000 - $85,000 annually
Shift: First
Work Hours: 8 AM - 5 PM
Education Level: Associate


Key Responsibilities:
  • Assist clients and financial advisors with investment and insurance inquiries.
  • Rapidly acquire knowledge of processes for setting up new accounts and financial strategies, entering client data, and organizing client files.
  • Provide exceptional client service by resolving issues, offering updates, and addressing inquiries related to account activity and trade operations.
  • Ensure that financial strategies remain relevant and aligned with client goals.
  • Coordinate client communication schedules, arrange meetings, and prepare materials for client reviews.
  • Draft agendas, presentations, correspondence, forms, spreadsheets, and update client profiles to facilitate client servicing and prospecting.
  • Utilize CRM systems to document and manage client interactions, information, and compliance records.
  • Stay informed about market trends and product offerings to support the sales team effectively.
  • Assist the advisory team with marketing initiatives, social media oversight, event organization, and other proactive measures to foster new business opportunities.
Required Skills:
  • Calendar Management (5 years of experience required)
  • Proficiency in MS Office (8 years of experience required)
  • Understanding of investment concepts (1 year of experience required)
  • Series 7, 63/65/66 Certification
  • Business Professional (5 years of experience required)
Qualifications:
  • Minimum Experience: 5 years
  • Experience Level: Experienced

Randstad is a global leader in connecting talented individuals with outstanding companies. Our dedicated agents will attentively assess your employment needs and strive to align your skills and qualifications with the right opportunities. Whether you seek temporary, temp-to-perm, or permanent roles, Randstad is committed to working diligently on your behalf.


Equal Opportunity Employer: Randstad is an equal opportunity employer, welcoming applicants from all backgrounds and ensuring that our hiring and interview processes accommodate the needs of all candidates.


Compensation Considerations: The salary offered to a successful candidate will depend on various factors, including education, work experience, job location, specific responsibilities, and certifications. Randstad also provides a comprehensive benefits package, which includes health coverage, an incentive and recognition program, and 401K contributions (subject to eligibility).


This job posting is open for applications.

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