Job Description
- Process and manage daily operational reports with strict deadlines.
- Handle confidential and sensitive information with discretion and accuracy.
- Provide phone support for clients and financial advisors (approximately half the workday).
- Deliver a service-first experience in all client interactions.
- Collaborate effectively with team members in both virtual and in-person meetings.
- Participate actively in team discussions, training, and feedback sessions.
- Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Skills
Customer Relationsunmatched
Customer Support/Serviceunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Operations Managementunmatched
Organizational Skillsunmatched
Service Deliveryunmatched
Time Managementunmatched
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