Financial Services Coordinator

24 hours ago


Newport Beach, California, United States Tax & Financial Group Full time
About the Role

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
Requirements
  • 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
What We Offer
  • 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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