What are the responsibilities and job description for the Part-time Assistant - Financial Planning position at Lincoln Investment?
Key Responsibilities
In this role, you will be responsible for:
Requirements
We require candidates with excellent communication and problem-solving skills, with the ability to work independently and as part of a team. A background in customer service, sales, or a related field is essential, with Series 6/7 and 63/66 FINRA registrations being a plus. Familiarity with software systems such as Salesforce, Zoom, and Microsoft Office is also desired.
In this role, you will be responsible for:
- Providing exceptional customer service to clients via phone and email
- Responding to client inquiries and resolving issues
- Scheduling client appointments and preparing paperwork
- Documenting client interactions using our CRM system
- Assisting with open enrollment meetings and monitoring incoming and outgoing mail
- Maintaining a clean and orderly office environment
Requirements
We require candidates with excellent communication and problem-solving skills, with the ability to work independently and as part of a team. A background in customer service, sales, or a related field is essential, with Series 6/7 and 63/66 FINRA registrations being a plus. Familiarity with software systems such as Salesforce, Zoom, and Microsoft Office is also desired.
