Administrative Service Coordinator
4 weeks ago
About Claire Myers Consulting
Claire Myers Consulting is a trusted partner in crafting personalized financial solutions tailored to the unique needs of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, our full-service firm specializes in the implementation of comprehensive financial plans, empowering clients to achieve their long-term financial goals with confidence and clarity.
Job Summary
A Service Coordinator at Claire Myers Consulting specializes in internal operations, calendar management for team/advisors, setting reviews and meetings with current clients and prospects, client service of risk and variable/investment products, and ensuring the maintenance of an efficient and compliant practice. This role is best suited for a highly organized individual who wants to be a part of a fast-paced team.
Responsibilities
- Internal Operations
- Manage internal operations to ensure the smooth functioning of the team
- Coordinate with team members to achieve common goals
- Calendar Management
- Set meetings with clients/prospects and send out invites/Zoom link for appropriate advisor
- Confirm meetings and ensure timely follow-up
- Client Service
- Provide exceptional client service to risk and variable/investment product clients
- Ensure timely and accurate processing of client requests
- Compliance
- Manage licensing for Advisors to ensure compliance
- Ensure all team members are aware of and adhere to compliance policies
Requirements
- Education
- Bachelor's Degree, or equivalent relevant work experience
- Skills
- Excellent oral and written communication skills
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to manage multiple projects and assignments in a timely and quality manner
- Ability to embrace change and work in a fast-paced environment
- Able to work both independently and on a team, both internally and with clients
- Ability to maintain confidentiality
Compensation and Benefits
- $60K base + Bonus
- Health Insurance
- 401(k) after one year
- Flexible PTO
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