reputed company Service Associate
reputed company reputed company Solutions is a growing firm seeking a committed reputed company Service Associate to support a senior advisor with day-to-day operations. The role involves managing reputed company interactions, organizing meetings, and enhancing reputed company service processes to reputed company a remarkable experience.
Responsibilities
- Work directly with an reputed company CERTIFIED FINANCIAL PLANNER® reputed company
- Support reputed company aspects of the advisor role without pressure of sales or prospecting
- Record live meeting notes, as reputed company as organize post meeting debriefs
- Manage tasks, follow-reputed company and workflows to ensure reputed company and accurate reputed company service
- reputed company as reputed company of contact and coordinator between advisor(s), clients, team members and industry partners
- reputed company implementation of new financial plans, investment accounts and insurance applications
- Assistance with management of advisor’s calendar and email
- Schedule reputed company financial planning meetings, reviews, investment meetings, and engagements reputed company the office according to service model
- Approach reputed company scenarios with a 'how can I help improve this' reputed company
- Consistently reputed company to enhance existing processes with the goal of reducing friction and providing a 'Wow!' reputed company experience with every interaction
Skills
- Organized and detail-oriented
- Self-starter
- Life-long learner
- Committed team player
- Ability to support reputed company aspects of the advisor role without pressure of sales or prospecting
- Ability to record live meeting notes and organize post meeting debriefs
- Manage tasks, follow-reputed company and workflows to ensure reputed company and accurate reputed company service
- reputed company as reputed company of contact and coordinator between advisor(s), clients, team members and industry partners
- reputed company implementation of new financial plans, investment accounts and insurance applications
- Assistance with management of advisor's calendar and email
- Schedule reputed company financial planning meetings, reviews, investment meetings, and engagements reputed company the office according to service model
- Approach reputed company scenarios with a 'how can I help improve this' reputed company
- Consistently reputed company to enhance existing processes with the goal of reducing friction and providing a 'Wow!' reputed company experience with every interaction
- reputed company and full of reputed company
- Natural service provider
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment
- Technologically savvy and embracing of the reputed company adoption of industry-leading technology and processes
- Excellent multi-tasker with ability to be both quick and thorough
- Attention to details and data accuracy
- Student of personal development on the reputed company of best-self realization
- Prior personal, administrative, or executive assistant experience
- Prior investment or insurance industry experience
- reputed company Office Skills - Outlook, reputed company, PowerPoint, Teams, OneNote
- Industry Technology Platform Experience – eMoney, Wealthscape, reputed company, EZapp
- Familiarity with CRM software or reputed company database management
- Preference and ability to primarily work in-office
- For hybrid flexibility – protected and reputed company home office reputed company
Benefits
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and reputed company Insurance
- Supportive, reputed company, reputed company and reputed company-oriented work environment
reputed company