Executive Support Specialist

6 days ago


Holland, Michigan, United States Kammeraad Financial Group, LLC Full time
Job Summary

We are seeking an experienced Financial Services Coordinator to join our team at Kammeraad Financial Group, LLC. This is a full-time on-site role that requires exceptional customer support skills and strong communication abilities.

About the Role

The successful candidate will provide outstanding customer service, assist in financial planning processes, and perform administrative tasks as assigned. They will also be responsible for communicating with clients and delivering exceptional results.

Key Responsibilities
  • Provide customer support and communicate effectively with clients
  • Assist in financial planning processes and perform administrative tasks
  • Develop and maintain strong relationships with clients
Requirements
  • Bachelor's degree in Finance, Business Administration or a related field (preferred)
  • Strong client services and customer support skills
  • Excellent communication and interpersonal skills
  • Previous experience in a customer-facing role, preferably in finance or a related industry
  • Series 7 & 63 licenses or ability to obtain
Salary Range

$45,000 - $65,000 per year, depending on experience

Benefits

We offer a competitive benefits package, including health insurance, retirement savings plan, and paid time off.



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