Financial Services Coordinator

1 day ago


Savannah, Georgia, United States Sandlapper Wealth Management LLC Full time
Job Summary

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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