Administrative Skills, Computer Skills, Customer Support/Service, Financial Planning
MOST PEOPLE SHOULD NOT APPLY FOR THIS JOB!
This job is for a very specific type of person, who:
- Is incredible at taking care of clients and going above and beyond for them
- We want our clients to walk away saying "Wow! That was incredible!"
- Is extremely computer savvy and able to learn new systems easily
- Is extremely detail oriented and never drops the ball
- Is extremely personable in-person and over the phone
If any of the above bullet points don't sound like you then PLEASE DO NOT APPLY!
But if all 4 points sounds like you, then WE WANT YOU AND WE WILL TREAT YOU WELL!
If you've made it this far, here are some more details about the position:
- We are a financial planning firm who helps our client invest/retire.
- The position would entail helping clients with various tasks and doing some admin support.
- Our office is in Sierra Vista, AZ and if you are local then great! But we are willing to hire someone that is remote if they are amazing.
If you have any experience in the financial planning world then that is a huge plus as well!