Financial Services Coordinator

3 weeks ago


Jackson, Mississippi, United States TCL Financial & Tax Services Full time
Job Overview

We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at TCL Financial & Tax Services. This individual will be responsible for providing exceptional customer service, data entry, and administrative support.

The ideal candidate will possess excellent communication skills, be proficient in data entry, and have the ability to multitask in a fast-paced environment.

Estimated Salary: $40,000 - $60,000 per year

Responsibilities
  • Data Entry: Accurately and efficiently enter client information into our database.
  • Greeting Clients: Provide a warm welcome to clients and ensure their needs are met.
  • Drafting Documents: Prepare and edit documents as needed.
  • Filing Client's Folders: Organize and maintain client files in a secure and accessible manner.
  • Answering Telephones: Respond promptly to client calls and provide assistance.
  • Scheduling Appointments: Schedule appointments with clients and staff members.


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