Are you ready to be the welcoming face of a thriving financial advisory firm?
At 1st Choice Financial Services, Inc., we specialize in guiding individuals toward a secure and fulfilling retirement lifestyle. Our personalized financial planning and wealth management services have helped countless clients achieve their long-term goals. ?
Your Role:
Client Engagement: Greet clients warmly, manage phone inquiries, and ensure a positive first impression.?
Appointment Coordination: Schedule and confirm client meetings, prepare necessary materials, and maintain organized calendars.
Workshop Support: Assist in planning and executing client workshops, including registration management and follow-up communications.?
Administrative Excellence: Handle office tasks such as filing, mail distribution, and maintaining supplies to keep operations running smoothly.?
What You Bring:
Exceptional communication and interpersonal skills.?
Strong organizational abilities with attention to detail.?
Proficiency in Microsoft Office Suite and familiarity with CRM systems.?
A proactive mindset and the ability to multitask in a fast-paced environment.?
Qualifications:
Associate's degree or 2+ years of relevant customer service experience.?
Prior experience in administrative roles, appointment setting, or front desk operations.?
Experience in financial services or event coordination is a plus.?
Why Join Us?
This is your chance to be part of a dedicated team that values client relationships and professional growth. With a competitive compensation package and a supportive work environment, you'll have the opportunity to make a meaningful impact every day.? Don't miss out on this opportunity to advance your career in the financial services industry. Apply today!