Financial Operations Coordinator
1 month ago
Pertemps Bond is committed to delivering exceptional financial advice and personalized service to our clients. We believe in building long-term relationships based on trust, integrity, and outstanding results. Our team of experienced professionals is dedicated to guiding clients toward financial success, and we're seeking a skilled Administrator to join our growing team.
Key Responsibilities:
* Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries
* Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations
* Maintain and update client records, financial plans, and related documents in our CRM system
* Organize appointments, manage calendars, and coordinate meetings between clients and planners
* Ensure that all client files and processes adhere to industry regulations and company standards
What We're Looking For:
* Strong organizational skills with a keen eye for detail
* Excellent communication skills, both written and verbal
* Proficiency with financial software and CRM systems
* Ability to manage multiple tasks and prioritize effectively
* A background in finance, administration, or a related field is preferred
If you're a motivated and detail-oriented individual with a passion for supporting financial planning excellence, we encourage you to apply for this exciting opportunity.
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