What are the responsibilities and job description for the Financial Services Coordinator position at Apella Wealth?
We're seeking a Financial Services Coordinator to join our team at Apella Wealth in Berwyn, PA. As a key member of our support staff, you'll play a vital role in ensuring seamless delivery of our services to clients.
In this role, you'll provide administrative support during the financial planning process, process account paperwork, and maintain related files. You'll also contact clients to schedule review meetings and respond to their requests for service.
Key Responsibilities:
- Administrative support during the financial planning process
- Account paperwork processing and file maintenance
- Scheduling review meetings with clients
- Responding to client requests for service
Requirements:
- Relevant experience in finance or investment industry
- Bachelor's Degree preferred
- Knowledge of investment products and custodial accounts
- Proficiency in Microsoft Office and CRM software
- Excellent communication and interpersonal skills
- Organizational and time management skills
