What are the responsibilities and job description for the Administrative Support Specialist position at MASTOR Recruiting & Consulting?
About Us
MASTOR Recruiting & Consulting is a trusted financial planning team dedicated to delivering exceptional results for our clients.
We pride ourselves on our strong belief in work-life balance and our commitment to providing a supportive work environment.
Job Description
We are seeking a skilled Administrative Support Specialist to join our team. The ideal candidate will have a strong background in financial services and experience working with clients.
- You will be responsible for assisting clients with their accounts and providing administrative support to our financial planning team.
- You will serve as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.
Requirements
To be considered for this role, you should have:
- At least 3 years of experience in operations, administrative support, or customer service in the financial services industry.
- Familiarity with investment and retirement account terminology.
- Strong experience with Microsoft Office, CRM, and creating spreadsheets.
Benefits
As a valued member of our team, you can expect:
- A competitive salary range of $60-70k.
- An excellent benefits package.
- A strong emphasis on work-life balance.
Salary : $60,000 - $70,000
