This full-time position supports the sales efforts of Financial Consultants by providing technical, clerical, and administrative assistance.
It serves as the main contact for client inquiries, ensuring excellent customer service, managing client records, preparing appointment materials, processing applications, and coordinating account activities.
Key responsibilities include building client relationships, monitoring trades and account updates, facilitating communication, and maintaining compliance with regulations.
Qualifications include at least two years of office experience (preferably in financial services), proficiency in Microsoft Office, strong communication skills, attention to detail, and the ability to work independently and collaboratively.
The role involves attending meetings, supporting team projects, and possibly traveling for training. There are no supervisory duties, and the schedule is Monday through Friday, 8 am to 5 pm.