Financial Services Coordinator
3 days ago
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
- Assist participants with various needs and learn to adapt to service requirements of various accounts.
- Develop knowledge of forms and account procedures to assist clients and enhance relationships with advisors through timely and accurate responses.
Estimated Salary: $65,000 - $80,000 per year based on location and experience.
Required Skills and Qualifications- Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed.
- Excellent communication skills, verbal, written, and interpersonal.
- Strong accuracy and thoroughness in all facets of daily work.
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