Financial Services Coordinator
24 hours ago
We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.
Key Responsibilities- Process new business and secure forms, pull client reports and statements
- Assist with account changes and maintenance, as well as research technical questions
- Prepare and edit correspondence, communications, presentations, client meeting materials, and other documents
- File and retrieve documents and reference materials within compliance guidelines for advisors and clients
- Conduct research and analyze data to prepare reports and documents
- Manage and maintain advisors' appointment schedule
- Answer and manage incoming calls and emails
- Liaise with internal staff at all levels and coordinate project-based work
- Must meet background check and fingerprinting requirements
- Proficient with Microsoft Office and Outlook
- Customer service oriented with strong writing, speaking, communication, and phone skills
- 2+ years of administrative experience (investments/financial services industry preferred)
- Proactive, personable, dependable, organized, and able to meet deadlines
- College Degree or equivalent experience
- Competitive Compensation: We value your skills and expertise
- 401(k) Match: Help secure your financial future with our matching contributions
- Generous Paid Time Off: Enjoy a healthy work-life balance and recharge
- Comprehensive Benefits: Additional perks to support your well-being
- Collaborative Environment: Work alongside experienced financial advisors and a dedicated team
- Impactful Work: Contribute directly to our clients' financial journeys and success
- Professional Growth: Opportunities for skill development
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Financial Services Coordinator
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