Job Description

We’re looking for a highly organized and sales-focused candidate with a financial services background. The ideal candidate will take ownership of their role, developing rapport with clients, learning about financial products, and analyzing the book of business for opportunities.

This position also involves a high level of communication (greeting clients, answering questions by phone and email, and managing marketing mailers) and strong organizational skills (managing a variety of documents, scheduling meetings/travel, and setting appointments.

This is a full-time position, Mon-Fri, with a target compensation of $72,000-78,000.

Responsibilities Include:

• Providing office administration, which includes overseeing appointment setting and schedules and processing deposits and transactions, and greeting clients in reception.
• Streamlining processes to accurately and efficiently manage office administration including account opening and cash instruments.
• Managing quarterly seminars, marketing mailing, and anything else that provides exceptional client experiences.
• Preparing, reviewing, organizing, and storing information in paper and digital form.
• Dealing with queries on the phone and by email.
• Managing diaries, scheduling meetings, and booking rooms.
• Arranging travel and accommodation.
• Arranging post and deliveries.

Desired Qualifications:

• Financial Services background.
• Sales/Production focus.
• Highly developed communication skillset.
• Ability to adapt and multi-task in a rapid paced environment.
• Critical thinker with strong problem-solving skills.
• Executive level administrative and organizational skills.
• Excellent client service skillset.

If this sounds like the right opportunity for you, we want to hear from you! Apply online today for immediate consideration.

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