Financial Operations Assistant

7 days ago


Melville, New York, United States Gregory A Mosick Full time
Day-to-Day Responsibilities
As a Client Support Coordinator at Gregory A Mosick, your primary duties will include:
  1. Organizing and managing client paperwork to ensure timely completion
  2. Communicating with clients to resolve service issues and address their needs
  3. Preparing and sending new business paperwork, including forms, signatures, and documents
  4. Collaborating with the back office and other agencies to complete new business requests

Key Skills and Qualifications
To excel in this role, you should possess:
  • Strong attention to detail and organizational skills
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office Suite and Salesforce

Salary and Benefits
We offer a competitive salary of $45,000 per year, along with benefits that support your career growth and well-being.

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