Operations Assistant
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Retirement Planning firm EPI Financial Group in Troy, MI is seeking a full-time Operations Assistant. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Position Overview:
The primary responsibility of this position is to provide support to the Director of Operations by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
Minimum Requirements:
- Financial Industry experience preferred
- 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
- Strong attention to detail
Key Responsibilities:
- Receive incoming client calls in a friendly manner
- Processing new client applications
- Input prospects to database
- Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
- Keep CRM updated with client interaction and processes
- Work independently and proactively to meet personal business goals
- Actively work with carriers associated with the firm
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
Salary
Benefits
- Health insurance
- 401(k) match
Hours
If you meet or exceed the expectations described above, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Operations Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
