What are the responsibilities and job description for the Financial Services Coordinator position at Return On Life Wealth Partners?
About Us
Return On Life Wealth Partners enjoys relationships with high-net-worth families and business owners in Northeast Ohio and throughout the United States. Our team has taken pride in contributing to surrounding communities and making a difference in the lives of neighbors and friends for over 25 years.
Job Responsibilities
- Support advisors in the day-to-day care of clients' financial and investment needs
- Prepare meeting materials as needed
- Independently handle routine service matters pertaining to individual and corporate clients accounts managed by our firm
- Ensure all records follow financial regulations and laws
- Add any personal information as learned into CRM (Dynamics) and ensure CRM profile is accurate and complete
