Financial Services Coordinator
1 week ago
Thrive Trowbridge is seeking a highly organized and detail-oriented Financial Services Administrator to support their growing financial planning practice.
Key Responsibilities:
- Collate and organize client policy information
- Correspond with policyholders and other stakeholders
- Provide administrative support to Paraplanners and Advisors
Requirements:
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office and other software applications
What We Offer:
- A dynamic and supportive team environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
Apply Now:
ZIPC1_UKTJ
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Financial Services Coordinator
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