What are the responsibilities and job description for the Financial Administrator position at Osaic wealth?
As a valuable member of our team, your role will involve a variety of tasks to ensure the smooth operation of our business. In addition to speaking to clients and processing business, you will also be responsible for scheduling appointments and assisting in preparing for appointments. It is essential that you possess excellent computer skills to effectively carry out these duties.
Responsibilities :
- Manage client inquiries and provide exceptional customer service
- Coordinate and schedule meetings, appointments, and events
- Assist in the organization and preparation of materials for client meetings
- Conduct research and gather information to support business initiatives
- Collaborate with team members to ensure seamless communication and workflow
- Develop and implement strategies to improve client satisfaction and retention
- Generate reports and analyze data to identify trends and opportunities for growth
- Participate in training sessions to enhance skills and knowledge in the industry
The ideal candidate for this position is detail-oriented, organized, and possesses strong communication skills. You should be able to multitask effectively and prioritize tasks to meet deadlines. A proactive attitude and a willingness to learn and adapt to new challenges are also key qualities we are looking for in a candidate. Additionally, strong problem-solving skills and the ability to work well under pressure are highly desirable for this role.
Culture and Benefits :
This role will provide you with the opportunity to enhance your skills in communication, organization, and time management. You will also have the chance to work in a supportive team environment where your contributions are valued and recognized.
If you want to work in a supportive team environment and have the skills we need, we want to speak with you. Apply today!
Employment Type : Full Time
Salary : $40,000 - $50,000 Annual
Bonus / Commission : Yes
Salary : $40,000 - $50,000