Financial Operations Coordinator

4 days ago


Chesterfield, Missouri, United States Pines Financial Group, Inc. Full time

We are seeking a skilled Financial Operations Coordinator to join our team on a part-time basis. As a key member of our team, you will be responsible for supporting the day-to-day operations of our practice, ensuring the smooth execution of tasks, and providing exceptional customer service.

Job Responsibilities:
  • Client Support: Provide high-quality support to clients, responding to their inquiries and resolving any issues that may arise.
  • Administrative Tasks: Perform various administrative tasks, such as data entry, filing, and maintaining accurate records.
  • Application Processing: Process new business applications, account set-ups, and maintenance, ensuring timely and accurate completion.
  • Client Communication: Handle client calls, transactions, and problem resolution, demonstrating a professional and polite demeanor.
Requirements and Qualifications:
  • Background Check: Must pass a background check, including a fingerprint check.
  • Software Proficiency: Proficient with Excel, PowerPoint, Word, and Outlook.
  • Problem-Solving Skills: Ability to master new software for investment reporting and approach problem-solving with resourcefulness and creativity.
  • Communication Skills: Possess excellent written and verbal communication skills, able to effectively interact with clients via telephone and email.

Estimated salary: $30-$40 per hour. Previous experience working in the financial services industry is a plus but not required. Compensation commensurate with experience. Please submit availability with resume.



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