What are the responsibilities and job description for the Part-Time Client Relationship Manager and Receptionist position at Executive Resources, LLC?
Job Description
Seeking a part-time Client Relationship Manager and Receptionist for a Financial Advisor practice.
Position Functions:
Administrative Assistance - 90%
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the Paraplanner(s) and Financial Advisor(s)
Perform other allowable duties as assigned by the Financial Advisor(s)
Client Care - 10%
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Document client contacts/calls
The ideal candidate will be a fast learner, polished, and a proven self-starter with superior organizational skills and attention to detail.
As this practice is client-driven, applicant should be personable, professional, and well-spoken.
Please send cover letter and resume. Cover letter should explain how you fit the above criteria.
Job Type: Part-Time, 9am to 2pm
Job Type: Part-time
Expected hours: No less than 25 per week
Schedule:
- Day shift
- Monday to Friday
Ability to Commute:
- Clark, NJ (Preferred)
Ability to Relocate:
- Clark, NJ: Relocate before starting work (Preferred)
Work Location: In person