What are the responsibilities and job description for the Operations Assistant position at South Shore Retirement Services?
Key Responsibilities
This position requires a highly organized and detail-oriented individual who can manage multiple tasks simultaneously. Key responsibilities include:
- Managing Client Inquiries: Handle phone calls, emails, and in-person visits from clients and prospects.
- Maintaining Office Records: Accurately record client information, account summaries, and other relevant data.
- Coordinating Travel Arrangements: Schedule appointments, meetings, and events with clients and colleagues.
To succeed in this role, you must possess:
- Strong Organizational Skills: Prioritize tasks, manage time effectively, and meet deadlines.
- Excellent Communication Skills: Verbal and written communication skills, with a focus on building strong relationships with clients and colleagues.
- Technical Skills: Proficiency in MS Office Suite and CRM software.
Compensation and Benefits:
- Annual Salary: Competitive compensation package.
- Benefits: Health insurance and 401(k) plan available.
Company Information
South Shore Retirement Services is a respected name in the financial industry, dedicated to delivering exceptional service to our clients. We strive for excellence and seek talented professionals to join our team.
