Client Services Associate

1 week ago


Westminster, Colorado, United States True Wealth Financial Full time

About the Role:

We are seeking a highly skilled Administrative Assistant to join our team at True Wealth Financial. This role requires someone who is comfortable working independently and can provide exceptional support to the Wealth Manager/Financial Planner.

Key Responsibilities:

  • Manage office communications, correspondence, and phone calls.
  • Address customer inquiries and provide exceptional support.
  • Coordinate appointments, meetings, and travel for the Wealth Manager.
  • Assist with office management duties to maintain a well-organized workspace.
  • Perform administrative tasks such as data entry, filing, and document preparation.
  • Open accounts, transfer funds, and assist clients with related tasks.
  • Manage CRM and assist with preparation for client meetings (i.e., paperwork, requirements, etc).
  • Provide daily summaries of completed and pending tasks to the Wealth Manager.

Requirements:

  • Strong proofreading skills with attention to detail for accuracy and clarity.
  • Excellent administrative and multitasking abilities.
  • Proven customer support with outstanding oral, written, phone communication, and listening skills.
  • Strong interpersonal skills for building and fostering relationships.
  • Knowledge of office management procedures and basic finance principles.

Salary Range: $60,000 - $70,000 per annum, depending on experience.



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