What are the responsibilities and job description for the Office Assistant - Financial Services - Grow With Us! (Sioux Falls, SD) (#14337572) position at Madison Trust Company?
We are looking for someone with smarts, attention to detail, a can-do attitude, and a strong interest in professional growth to join and grow with our expanding company.
Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County-based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates, and a real estate group. We are the number one-rated Self-Directed IRA Custodian in the country, largely due to the superb client support and direction we provide.
We are seeking an Office Assistant to join and grow with our Self-Directed IRA client support team in Sioux Falls, SD. You will ensure a smooth process for our clients and provide white-glove client support. This role will expose you to the operational, compliance, and customer support functions of a growing financial services firm.
Why Join Us:
- Hybrid Schedule: Work 3 days in-office and 2 days from home.
- Early Fridays: We close at 3:00 PM local time on Fridays!
- Perks: Enjoy company-sponsored lunches, cake, and more!
Responsibilities:
- Answer client questions about the Self-Directed IRA process in an engaging and "happy to help" manner.
- Conduct timely follow-ups with clients and guide them through the transfer and funding process.
- Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
- Answer and direct incoming client inquiries, directing them to the appropriate department.
Requirements:
- A can-do attitude and a strong interest in professional growth.
- Highly organized, with the ability to multitask and track multiple workflows simultaneously.
- Background in customer support, financial/banking services is a plus.
- A professional and pleasant demeanor, both in person and on the phone, with a client-centric mindset.
- Bachelor's degree in a related field is a plus, though not required.
Job Type: Full-time
Pay: $42,000.00 - $54,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: Multiple locations
Salary : $42,000 - $54,000
