Communication Skills, Customer Support/Service, Detail Oriented, Organizational Skills, Sales Management, Team Player, Time Management
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
- Excellence - Exhibits high attention to detail and organizational skills while managing multiple requests and tasks.
- Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
- Empathy - Has good communication skills and understands how the role fits into company goals.
- Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency.
- Engagement - Has a passion for getting to know the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
- Enjoyment - Works well as part of a team and participates in Morton events.
Daily responsibilities include:
- Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
- Management of client accounts and households through internal reporting system.
- Send documents to clients and follow up as needed.
- Ensure compliance policies are being completed, including the sourcing of supporting documents.
Our Offer:
- Competitive compensation package
- Retirement and health benefits
- Transparent career tracks and opportunities for advancement within the organization