Financial Services Coordinator

6 days ago


Warwick, United States Diversified Resources, LLC Full time
Job Title: Financial Services Coordinator

We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at Diversified Resources, LLC. As a key member of our office staff, you will provide exceptional administrative support to ensure the smooth operation of our financial services firm.

Estimated Salary: $45,000 - $60,000 per year, depending on experience.

Responsibilities:
  • Provide clerical support for our financial planning and advisory services.
  • Maintain accurate records and databases using RedTail CRM.
  • Schedule appointments and meetings with clients and internal teams.
  • Prepare and distribute correspondence, including letters, emails, faxes, and forms.

Requirements:
  • Bachelor's degree in Business Administration or related field.
  • Previous experience in an administrative role, preferably in finance or accounting.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and internet navigation.
  • Excellent communication and organizational skills.


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