Senior Financial Coordinator

5 days ago


Carlsbad, United States Comprehensive Advisor Full time
About the Role

We are seeking a highly skilled Senior Financial Coordinator to join our team at Comprehensive Advisor in Carlsbad, CA.

This is a full-time position that offers a competitive salary range of $60,000 - $80,000 per year, depending on qualifications and experience.

The ideal candidate will possess excellent communication skills, both written and verbal, and have the ability to work effectively in a fast-paced environment.

Responsibilities:

  • Gathering required paperwork and information necessary for analysis.
  • Assembling customized retirement defense plans utilizing websites and software tools.
  • Working closely with advisors and support staff to grow business and review client reviews.

Requirements:

  • 5 years of Administrative office experience in a fast-paced environment.
  • Intermediate to advanced skills with MS Office Suite.
  • RedTail CRM experience preferred but not required.


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