Financial Services Professional

2 days ago


San Angelo, Texas, United States The Financial Services Center Full time
Job OverviewThe Financial Services Center is seeking a highly skilled and detail-oriented Financial Services Professional to join our team. As a key member of our operations team, you will be responsible for fostering relationships with clients, scheduling meetings, and maintaining records. If you have excellent interpersonal skills, a professional demeanor, and a strong attention to detail, we encourage you to apply.

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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