We're looking for a professional, detail-oriented data entry specialist for our growing Wealth Management and Retirement Planning team. Your top priority will be to help the sales team "seal the deal" by helping clients by setting up their accounts, completing paperwork and following up to make sure the client is happy and the paperwork is done accurately. You will get to have daily interaction with the clients and help them fulfill their financial goals.
The position has growth opportunities as the team expands as well. If you are interested in getting into retirement income planning and wealth management field, this a great opportunity to get in without your securities and insurance licenses and learn the ropes!
Our successful candidate will have great communications skills, fantastic organization skills and a meticulous eye for detail. If this sounds like you, apply today!
This emerging financial services company is growing fast! We need a person to help complete paperwork to set up our new clients, so we can catapult our sales efforts and double/triple our success. We have a ton of clients and are great at closing them and servicing, but we are not good at paperwork, so we are looking for someone who is, and who can help grow with us and take our team and company to the next level.