What are the responsibilities and job description for the Financial Representative Associate position at Gould Financial Group?
Job Description
The Gould Financial Group seeks a highly organized and detail-oriented individual to fill the role of Associate Financial Representative. As a key member of our team, you will be responsible for providing exceptional client service and supporting our financial representatives in their daily activities.
Responsibilities include:
- Managing client case files, processing correspondence, and maintaining accurate records
- Filing new statements, account forms, and other relevant materials
- Scheduling follow-up appointments, managing calendars, and coordinating events
- Handling telephone calls, responding to inquiries, and directing clients to relevant resources
Qualifications
To be successful in this role, you must possess excellent communication skills, both written and verbal. You should also have experience in administrative support or customer service, preferably within the financial services industry.
