What are the responsibilities and job description for the Office Operations Associate position at RUNESTAD FINANCIAL SERVICES, LTD.?
Job Details:
We are seeking a highly motivated and detail-focused Client Service Administrator to join our team at RUNESTAD FINANCIAL SERVICES, LTD.
The successful candidate will have excellent communication skills, strong organizational abilities, and the ability to work independently in a fast-paced office environment.
About the Role:
This is an exciting opportunity for a motivated individual to develop their skills and contribute to the growth of our financial services firm. The Client Service Administrator will be responsible for servicing existing clients, responding to incoming calls, and managing database information.
Key Responsibilities:
- Servicing existing clients and responding to incoming calls
- Managing client database information and ensuring accuracy
- Preparing necessary documents and coordinating client transfers
- Assisting with client updates, reports, and mailings
Requirements:
- Bachelor's Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment
- Experience with MS Office Suite and CRM software
