Location:
388 State Street, Salem, OR 97301
Benefits:
Pulled from the full job description
Dental insurance
Flexible schedule
Health insurance
Retirement plan
Full job description:
We are looking to add a team player to our firm in Salem, around 30 hours per week. Experience in the financial services industry/must have basic financial planning language knowledge. Desired working hours are 9-3pm, but are flexible for this in-office role.
Roles and Responsibilities:
Investment Clients and Annual Reviews
Receive and process client requests for money. Document each transaction.
Proactively review calendar for annual reviews and have appropriate material ready
Maintaining a digital and physical record of all financial transactions, documents, and compliance requirements.
Complete new account paperwork, ensure accuracy and compliance, monitor from beginning to the end of process
Set dockets to follow up with clients for account maintenance, remind advisor of any follow up items to be completed
Maintain client relationship database for contact information changes and notes
Be available during business hours to respond to questions when not in office.
Office Expectations:
Be flexible enough to perform multiple tasks throughout the day
Be prepared to handle extra responsibilities if other staff members are unable to perform required tasks
Dress in a professional manner during business hours
Answer telephone calls and take accurate messages
Never share client names or their information with public
Be on time
Meticulous attention to detail and ability to perform tasks with accuracy and efficiency in mind.
Website:
Maintain and update website, edit graphics, ensure accurate information
Log communications received via website and forward to appropriate advisor
Make sure compliance is met
Social Media/Special Projects:
As needed, update social media and the support
Compliance is met
Potential for benefits if candidates fits needs of eligibility
Job Type: Part-time
Pay: $21.00 - $24.00 per hour
Expected hours: No more than 30 per week
Benefits:
Dental insurance
Flexible schedule
Health insurance
Retirement plan
Schedule:
Monday to Friday
Experience:
Customer service: 1 year (Preferred)
office: 1 year (Preferred)
Financial services: 1 year (Preferred)
Work Location: In person
