This team member is responsible for supporting firm business development efforts through the implementation of the firm's values and expectations. Additionally, this person supports the client experience through direct client interaction. This person is highly creative, an excellent communicator in both written and verbal forms, demonstrates a positive can-do attitude, enthusiasm and a strong aptitude for learning. Organization skills and attention to detail are critical. Additionally, this team member is responsible for the completion of the essential duties and responsibilities outlined below:
Outcome
Support high client satisfaction through excellent customer service, prompt follow-up with client issues and proactive problem solving
General Administrative
Prepare files for meetings & complete actionable items post meeting
Prepare and process paperwork
Manage tasks & workflows in different systems
Handle client service requests
Compliance upkeep
Knowledge, Skills & Attributes
Exceptional organizational skills; ability to multi-task and meet deadlines
Highly competent computer skills, advanced knowledge of Microsoft Office Suite
Exceptional oral, written and interpersonal communication skills
Professional appearance and demeanor
Strong initiative
Energetic, eager to learn and willing to cooperate
You understand and appreciate the fact that a team environment is both productive and efficient, and have the ability to compromise, show respect to others and listen to the needs of your teammates and prospective clients
You're a self-driven individual, naturally punctual, and structured with your day. Your focus and drive keeps you on track all the time
Willingness to learn, embrace change, and work in a fast-paced environment both independently and as a team
Qualifications
Experience preferred
Licenses Series 7 & Series 66 or 65 preferred
Benefits
Salary $50K-$80K depending on licenses and experience
Vacation, Bonus opportunities, Retirement plan, Medical