Jr. Financial Concierge

Minimum Requirements

• 2 years experience minimum
• Excellent organizational, written and verbal communication skills
• Ability to handle multiple tasks and thrive in a fast-paced environment 
• Self-motivated is a MUST
• College degree or equivalent life experiences
• Satisfactory completion of background check, fingerprinting, and screening/hiring tools 
• Proficient in MS Office Word and Excel
• Usage of Salesforce, eMoney, Wealthscape, and MorningStar Advisor Workstation, a plus

Responsibilities

Office Administration

• Manage and man office phones remotely, as necessary
• Effectively maintain our activity suspense system for any key time-sensitive actions 
• Keep team members up to speed on key pending activities’ progress
• Maintain a positive attitude and be a motivator for the team 

Client Quality Servicing

• Project a professional appearance and demeanor always, in person, via phone, and via email 
• Provide exceptional service to all clients
• Use business practice guidelines when speaking to prospects/clients 
• Maintain paper and electronic files and records in the client database(s) up-to-date - address changes, updating information, etc 
• Prepare necessary paperwork before client appointments 
• Schedule client/prospect appointments and confirm them before the appointment date 
• Provide pre-appointment paperwork to prospects/clients 
• Accurately complete, forward, process, and track the necessary paperwork after a sale to ensure successful completion 
• Maintain, track, and distribute client and team activities 
• Screen all phone calls and handle each call appropriately 
• Process incoming and outgoing emails promptly
• Assist in problem resolution and act as the liaison with the various business partners 
• Perform other administrative duties as requested by the Owner and Sr. Financial Concierge
• Contact all prospects promptly, maintain and track prospects in the client database and keep it current and viable 
• Prepare client birthday, anniversary, holiday cards, and other follow-ups, as needed
• Keep management and team members informed regarding calendar changes