What are the responsibilities and job description for the Customer Service & Administrative Support Rep position at Bank Forward?
Job Description
Job Description
At Invest Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!
Compensation Range : $20.00-$30.00, depending on experience.
Benefits : Health (Traditional and High Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!
Work Hours : Full-time, Monday-Friday, 8 : 00am-5 : 00pm
Job Summary : We are seeking a friendly and detail-oriented Customer Service & Administrative Support Rep to join our team. This role is responsible for providing excellent customer service while managing essential administrative tasks. The ideal candidate will be the first point of contact for customers, handle incoming communications, process paperwork, and assist with follow-ups on client cases. A desire to learn about the insurance, investment, and financial planning industry including potential licensing to better serve clients is a must!
Skills / Requirements / Qualifications :
Exhibit excellent customer service skills by greeting customers in person or on the phone in a timely, courteous and professional manner.
Assist with special projects.
Respectfully handle confidential information
Prepare general correspondences, such as memos, charts, tables, graphs, and business plans
Post, sort, and distribute mail
Maintains paperwork necessary to update client files
Assist in maintaining client accounts
Assist advisor to complete client reviews on investments or financial planning.
High school diploma or GED required.
Previous experience in customer service, receptionist, or administrative roles preferred.
hc158711
Salary : $20 - $30
