Client Associate & Administrative Assistant

Seeking a reliable, organized, and intelligent individual to support a Financial Advisor as a part-time Client Associate and Administrative Assistant. The ideal candidate will have a successful background in customer service, sales, and account management within the financial services industry. Excellent fit for a college or graduate student looking to make reliable money primarily from their dorm-room/living room, or recent graduate looking to gain ground-level experience in Financial Services. If you excel in communication, are diligent, and willing to learn the ropes, we want to hear from you.

Responsibilities

1. Meeting Coordination:

- Confirm meetings with clients via phone and email.

- Appropriately reschedule appointments as needed.

- Send reminders/ follow-up emails to clients.

- Manage customer relationships and ensure high levels of satisfaction

- Utilize Salesforce CRM tool to track customer interactions

2. Data Entry:

- Accurately enter financial data into eMoney, financial planning software.

- Maintain and update client information in the database.

- Ensure all data is entered correctly and promptly.

- Perform additional data entry tasks.

3. Meeting Prep

- Prepare proposals, as needed, for investment management

- Prepare proposals for insurance products, as needed

- Prepare meeting notes, as needed

Experience

- No experience necessary, except high level of integrity and responsibly to complete tasks on time

- Successful background in customer service, sales, and account management within the financial services industry a plus

Qualifications

- Excellent professional communication skills, in writing and on phone

- Proficiency in Microsoft Office and Outlook

- Experience in financial planning software (eMoney Advisor) a plus

- Knowledge of Salesforce or other CRM systems a plus

Join us as a Client Associate and Administrative Assistant and take your career to the next level in a dynamic and rewarding Financial Services environment.

Job Type: Part-time

Expected Hours: 15 - 25

Salary: 20$ / hour with raise potential