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Provide a wide variety of support functions for the Financial Professionals in our office, including CRM technology, client review prep, staffing and facility representation.
Key responsibilities:
- Client Review Prep
- CRM Technology Maintenance
- Assure a compliant practice is maintained
- Maintain excellent client service, work directly with Staff and Clients to expedite requests.
- Facilitate Monthly Staff/Team Meetings
- Assist with preparation and completion of investment paperwork for Clients and Prospects
- Prepare general and service-related correspondence.
- Other administrative tasks, as needed.
Required Skills/Experience:
- Must be detail oriented.
- Must be able to provide excellent customer service.
- Must be able to manage and prioritize multiple tasks.
- Must have strong computer/technology skills and be proficient with Microsoft Excel (ie: cell formatting, vlookup, split/combine cells, etc) and other Microsoft Office programs.
- Good interpersonal skills
- Good oral and written communication skills
- Good Spelling and grammar skills
- Good math, accounting, and analytical skills
Company Website: www.vfateam.com
Benefits:
- Paid Time Off
- 401k
- 401k matching
- Profit Sharing
- Health Insurance
Schedule: Monday-Friday, 40 hours/week
Work Remotely: Not available
Required: Criminal and Credit Background Check
Job Type: Full-time
Pay: $45,000.00 – $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: One location
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