Join our vibrant team, where we are dedicated to providing exceptional financial services and creating a supportive, collaborative work environment. We are seeking a highly organized and detail-oriented Financial Services Coordinator to ensure smooth operations and deliver excellent client service.
Job Description: Are you a proactive and detail-oriented professional? As a Financial Services Coordinator, your responsibilities will include:
Administrative Support:
- Schedule and confirm appointments, ensuring seamless coordination.
- Manage Advisors' calendars to optimize their time and efficiency.
- Answer and direct client calls, providing prompt and courteous service.
- Respond to client service requests with professionalism and care.
- Handle client communications as requested, maintaining a high standard of service.
Documentation and Compliance:
- Prepare and organize client documentation and transaction support with precision.
- Maintain and update client databases, ensuring accuracy and completeness.
- Learn and adhere to industry and Firm compliance standards, upholding confidentiality.
Advisor Support:
- Prepare reports and meeting deliverables to support Advisors.
- Provide administrative support as needed, contributing to the team's success.
Other Responsibilities:
- Complete special projects as assigned, showcasing your versatility.
- Perform other duties as necessary to support the team.
Qualifications:
- Minimum 2 years of experience in an administrative role, preferably in financial services or a similar industry with strong regulatory requirements.
- Collaborative team player with excellent written and verbal communication skills.
- Ability to work independently and as part of a team, demonstrating reliability and dependability.
- Attention to detail and accuracy in all tasks.
Why Join Us?
- Great Place to Work: We are committed to creating a positive and inclusive workplace where your contributions are valued and recognized.
- Impactful Work: Your role will directly contribute to our mission of providing top-notch financial services, making a real difference in our clients' lives.
Apply Now: If you are ready to take on this exciting opportunity and be part of a great team, we want to hear from you. .