Job Summary
We are seeking a detail-oriented and proactive Implementation Specialist to join our team. The ideal candidate will play a crucial role in the successful deployment of our systems and processes, ensuring that clients needs are delivered on time meeting their expectations. This position requires a versatile outlook on how things are done; we are open for new ideas in order to improve our systems. A background in the financial services industry is preferred, but not a requirement.
Duties
- Respond to incoming client phone calls in regards to their investment accounts
- Confirm client appointments
- Assist Financial Advisors with paperwork
- Oversee out intern program
- Other Office related items as needed
Requirements
- Proficiency in Microsoft Office programs including Outlook, Excel, Word, and Powerpoint
- Strong organizational skills with experience in budgeting and resource management.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Exceptional communication skills, both written and verbal.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation Package:
- Yearly pay
Schedule:
- Monday to Friday
Work Location: In person
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