Administrative Support Specialist

5 days ago


Chattanooga, Tennessee, United States Glean Financial Inc. Full time
Job Overview

Wealth management isn't one size fits all. At Glean, we believe in listening well so we can provide a thoughtful, long-term strategy with tailored steps to meet your specific goals.

Responsibilities
  • Set and confirm calendar appointments
  • Greet consumers on the phone and in person with a warm and welcoming approach
  • Answer incoming calls and transfer all calls to the appropriate personnel
  • Communicate with clients on behalf of financial advisor and firm
  • Track prospect-to-client process
Requirements
  • Prior Administrative Experience (Required)
  • Proficiency with Google Workspace (Required)
  • High school degree (Required)
  • Prior Experience Working in Financial Advisory Industry (Preferred)

$18-$22/hour DOE

Check us out



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