Administrative Coordinator to Financial Services Specialist
3 weeks ago
The Gregory A Mosick firm is seeking an Administrative Assistant to support the day-to-day internal operations of our growing financial planning business. This role involves organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues. The ideal candidate will possess strong attention to detail, tenacity, and communication skills.
Key Responsibilities:
- Client Support: Communicate with clients via phone and email to address service issues and identify opportunities for growth.
- Paperwork Management: Prepare and ensure new business paperwork is successfully completed, including preparing forms, obtaining signatures, and tracking new business.
- Collaboration: Correspond with the back office and other agencies to complete new business and client requests in a timely manner.
Requirements:
- Work Experience: 1-2 years of experience in the financial services industry, preferably in a similar role.
- Skills: Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word, as well as Salesforce and Social Media communication.
Compensation: $45,000 - $55,000 per year, depending on experience.
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