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As one of the first point of contact to greet clients, the Financial Services Office Administrator is a client experience coordinator, who responds to client inquires, carries out transactions and conducts outreach meeting activities. The Financial Services Specialist is instrumental in developing strong internal and external relationships and works closely with suppliers, partners, and our broker/dealer, Avantax. We believe in a team-based approach using collaboration and accountability to foster an accepting and rewarding work environment.
This job position will be focused on the financial planning side of the firm. Some responsibilities are included below:
Full Time
$68k-86k (estimate)
05/26/2024
07/25/2024