Do you have superior administrative skills and a great work ethic that you want to contribute to a fast pace financial office? Our financial firm in Saint George, UT is looking for a strong, detail oriented person to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources and freedom to build a great future, contact us today.
- Experience with processing important paperwork * Minimum of 3 years financial industry knowledge preferred * Advanced skills with MS Office Suite and database management.
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail * Ability to demonstrate persistence to achieve quality * Excellent communication – both verbal and written * Self-directed initiative * Process driven with strong follow through
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client services you will:
- Prioritize day to day tasks and issues * 2. Operate with a proactive approach when dealing with advisors and clients * Complete and process new client applications * Keep database programs accurate and up to date * Respond to client inquires as needed * Opening, closing and transferring of accounts Provide business submitted/issued report to advisor *Process transactions Follow-up on pending business with companies and clients * Assist advisor with pre-appointment preparation * Resolve any issues regarding new accounts, transfers and amendments