Financial Services Coordinator
4 days ago
Company Overview
">We are a leading financial services firm dedicated to providing personalized advice and guidance to our clients. Our goal is to help individuals achieve their long-term financial goals and improve their overall well-being.
Our company values diversity, inclusivity, and community involvement. We strive to create a work environment that fosters collaboration, innovation, and growth.
Salary
The estimated annual salary for this position is between $40,000 and $60,000, depending on location and experience.
Job Description
As a Branch Support Associate, you will play a critical role in supporting the financial advisors at our branch offices. Your primary responsibilities will include:
- Providing exceptional client service and support
- Assisting with daily operations and administrative tasks
- Developing and implementing marketing strategies to attract new clients
- Working closely with the financial advisors to achieve business goals and objectives
Required Skills and Qualifications
To be successful in this role, you will need:
- A high school diploma or equivalent
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills
- Proficiency in current office software and technology
Benefits
We offer a comprehensive benefits package that includes:
- Medical and dental insurance
- 401(k) retirement plan
- Flexible spending account
- Paid vacation and sick leave
- Opportunities for professional development and advancement
About Us
We are a privately-owned financial services firm with over 19,000 financial advisors across the U.S. and Canada. We are committed to making a positive impact in our communities and improving the lives of our clients, colleagues, and society as a whole.
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