Homeoffice Virtual Administration Specialist
Talentify.io · Vereinigte Staaten von Amerika, Vereinigten Staaten Von Amerika · Remote
Details zum Jobangebot
Employer Industry: Financial ServicesWhy Consider This Job Opportunity
- Salary up to $60,000
- Opportunity for career advancement and growth within the organization
- Flexible work schedules and remote work options
- Tuition reimbursement and generous bonus programs
- Supportive and inclusive work environment
- Hybrid team setup allowing for a balance between remote and office work
- Act as a virtual member and operational point of contact for advisors' offices
- Coordinate with internal teams to resolve complex issues
- Manage client data in CRM platform for reports and client meetings
- Submit money movement requests and resolve related issues
- Provide top-notch customer service and build strong relationships
- Minimum of 2 years of experience in a financial advisory firm
- Proficiency in Microsoft Word, Excel, Outlook, and CRM applications
- Strong problem-solving and communication skills
- Detail-oriented with exceptional time management and organizational abilities
- Ability to quickly learn and apply new information
- Experience in financial services or related fields
- Familiarity with financial advisory processes and procedures
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