Financial Services Professional
2 days ago
Key Responsibilities:
- Foster relationships with clients and vendors via phone, email, and written communication;
- Schedule and prepare for meetings with clients and prospective clients;
- Assist the operations team with action items arising from client review meetings;
- Maintain accurate and up-to-date records, including scanning, filing, and faxing;
- Manage incoming and outgoing office correspondence, including bulk mailings and UPS drop-offs;
- Answer phones, route calls, and take and distribute messages;
- Manage office supply inventory and ordering;
Benefits:
- Positive and team-oriented work environment;
- Complimentary financial planning and advice;
- On-the-job training and opportunities to advance professional skills and knowledge;
- Weekly lunch-and-learn sessions;
- Flexible work hours and a relaxed dress code;
- Employee retirement plan with employer match;
- Generous paid time off and holidays;
About Us:
The Financial Services Center is a wealth and retirement advisory firm that leverages technology to support our business and day-to-day work. We are committed to providing exceptional service to our clients and creating a positive and supportive work environment for our team members.
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