Financial Services Administrator
3 weeks ago
We are seeking a dedicated Financial Services Administrator to support a reputable Financial Planning practice. This position offers the flexibility of remote work for four days each week.
As a growing Independent Financial Planning firm, we focus on providing comprehensive Financial Life Planning solutions. We are looking for an experienced Financial Services Administrator who possesses a proactive mindset and meticulous attention to detail. This role comes with flexible working arrangements and a range of benefits.
Position Overview:
- Assisting the Financial Planning team in executing new business strategies
- Managing communications and inquiries from both new and existing clients
- Facilitating the development and upkeep of internal relationships
- Ensuring exceptional customer care in all processes and communications
- Coordinating with product providers and other relevant third parties
- Overseeing client review communications and delivering outstanding client service
- Managing individual workflows effectively
Essential Qualifications:
- Effective communication skills to engage with clients and collaborate with professionals
- A positive attitude, along with strong problem-solving capabilities and creativity
- Ability to thrive under pressure while enhancing customer service standards
- Excellent organizational and planning skills to establish customer service policies
- Professional appearance and a commitment to continuous improvement in customer service skills
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