What are the responsibilities and job description for the Financial Planning Support Specialist position at Advisor Employee Services?
About Our Team
At Advisor Employee Services, we pride ourselves on being a reputable and continuously expanding business model that pinpoints the exact personnel needs of established financial advisors.
The Position Description
This part-time Receptionist role involves assisting our team in maintaining exceptional customer service while following day-to-day tasks such as answering phones, managing filing systems, and entering client information into databases.
Key Qualifications
- 2 years of experience working in a fast-paced office environment
- Proficient skills with MS Office Suite and CRM platforms
- Polished interpersonal and presentation competencies
Working Hours
- 8:30am-4:30pm
- Twice a week
Compensation
- $18/hr yearly bonus
Salary : $18
