Jones & Roth is currently seeking a Service Coordinator to assist our Financial Advisory Services Team. The successful candidate will be responsible for detail-oriented, time-sensitive client communications surrounding the implementation of key projects. The ideal candidate will have a background in the Retirement Industry, excellent communication skills, and the ability to work within a fast-moving department with several projects simultaneously competing for resources and deliverables.
Work closely with Financial Advisors to provide support for their sales efforts
Prepare detailed analysis and proposals for prospective clients
Customize analytical spreadsheets for proposals
Prepare responses to RFPs for review
Assist in follow-up of prospects
Manage post-sales functions, including:
Coordination of contracts, conversion process, investment lineup and mapping
Communication with other departments
Assist in researching and providing appropriate references for new sales opportunities
Assist other team members as needed
Two years experience in the Retirement Industry preferred; or financial services experience
College degree preferred or relevant industry experience
Excellent communication skills
Detailed oriented with great organizational skills
Ability to multitask
Cooperative, team player and positive attitude
Knowledgeable in Word, Excel, Power Point, etc.
Self-motivated, a quick learner, enthusiastic and professional
Current Series 7 and 66 a plus, or ability to attain in 12 months
Jones & Roth - 20 months ago
Jones & Roth, P.C. is a firm of Certified Public Accountants and business consultants with offices in Bend, Eugene and Hillsboro. The...