What are the responsibilities and job description for the Support Staff Member position at South Shore Retirement Services?
Primary Responsibilities
The successful candidate will be responsible for performing a variety of tasks to support the financial advisor, including:
- Managing Client Relationships: Build and maintain strong relationships with clients and prospects.
- Providing Administrative Support: Manage office supplies, maintain database integrity, and perform other administrative tasks as needed.
- Coordinating Events: Schedule appointments, meetings, and events with clients and colleagues.
To excel in this role, you should possess:
- Strong Communication Skills: Excellent verbal and written communication skills, with a focus on building rapport with clients and colleagues.
- Time Management: Prioritize tasks, manage time effectively, and meet deadlines.
- Technical Skills: Proficiency in MS Office Suite and CRM software.
Compensation Package:
- Annual Salary: $60,000 per year.
- Benefits: Health insurance and 401(k) plan available.
About Our Company
South Shore Retirement Services is a reputable financial firm committed to providing exceptional service to our clients. We seek talented professionals to join our team and contribute to our success.
Salary : $60,000
