Financial Services Coordinator
1 day ago
We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. As a key member of our office, you will provide exceptional customer service, manage client accounts, and assist with administrative tasks.
Key Responsibilities:
- Manage client relationships and provide exceptional customer service
- Process and maintain accurate client account information
- Assist with financial planning and analysis
- Develop and implement administrative procedures to improve office efficiency
- Collaborate with our financial advisor to ensure seamless client service
Requirements:
- 2+ years of experience in a financial services or administrative role
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office and financial software
About Us:
Sandlapper Wealth Advisory, LLC is a service-oriented financial consulting firm providing various services from investments to retirement consulting. We value independence and maintain the highest professional standards as an independent financial firm.
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