Financial Services Coordinator
1 week ago
Financial Administrative Assistant Needed: A Key Role in Our Team
We're a leading financial services firm specializing in retirement planning, and we're seeking a highly organized and detail-oriented Financial Administrative Assistant to join our team. As a Financial Administrative Assistant, you'll be responsible for handling a variety of tasks, including scheduling client meetings, managing paperwork, and maintaining accurate records.
Key Responsibilities:
- Coordinate with clients and advisors to schedule meetings and appointments
- Process and follow up on client service requests in a timely and efficient manner
- Update and review our database and CRM system to reflect account status and new business
- Maintain a well-organized and compliant filing system
- Follow up with clients on pending business and provide updates on account status
- Assist advisors with pre-appointment requirements, including gathering account values and preparing client review summaries
- Prepare and manage weekly reports on new business submitted, new business issued, and servicing requests
- Support advisors with educational workshops and client events as needed
Requirements:
- 2+ years of experience in client services or new business development
- Strong communication and interpersonal skills, with the ability to build and maintain client relationships
- Proficiency in CRM software and Microsoft Office suite
- Attention to detail and ability to manage multiple tasks simultaneously
About Kingsguard Capital
We're a boutique financial services firm dedicated to providing personalized and comprehensive retirement planning solutions to our clients. Our team is passionate about helping individuals and families achieve their financial goals, and we're committed to delivering exceptional service and expertise. If you're a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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