Experienced individual needed for data entry and administrative services in a fast-paced financial planning firm focused on client service excellence.
Job Responsibilities
Prepare and update client investment account forms.
Package account forms for client completion by advisors.
Correspond with clients professionally via phone or in person.
Respond quickly to document changes requested by advisors or clients.
Ensure compliance and accuracy of forms.
Address service-related client needs.
Requirements
Proficient with computers and Microsoft applications.
Ability to multi-task effectively.
Accountable for completing assignments.
Compliance-minded with attention to detail.
Friendly and outgoing demeanor.
Quick to adapt to task changes.
