Administrative Coordinator
1 week ago
Job Summary
">We are seeking a skilled Financial Services Assistant to join our team in Horsham. The ideal candidate will have experience working in a financial services environment, excellent communication skills, and the ability to multitask and prioritize tasks effectively.
Main Responsibilities:
- Assist clients with inquiries, process transactions, and maintain accurate records.
- Provide exceptional customer service, respond to client calls and emails, and resolve issues promptly.
- Support sales initiatives, prepare materials for advisor-client meetings, and maintain CRM software.
Requirements:
- 2+ years of administrative experience in a financial services environment.
- Strong communication and organizational skills, ability to work independently and as part of a team.
- Experience with CRM software, Microsoft Office, and other productivity tools.
Compensation:
- $52,000 - $62,000 per year, depending on experience.
- A competitive benefits package, opportunities for growth and professional development, and a collaborative work environment.
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