Compass Rose Strategic Partners LLC • Waterford, CT, US
Posted 21 days ago
Description We are looking for a highly organized and efficient Administrative Professional to support our financial advisors and ensure smooth operations within our firm.
The ideal candidate will have a strong background in financial services administration and excel in client relations.
Key Responsibilities Prepare and generate comprehensive client reports with accuracy and attention to detailHandle client service requests promptly and professionallyAssist with technology-related tasks and troubleshootingResolve basic and routine client account issues efficientlyProvide administrative support to financial advisorsMaintain client records and ensure data integrityCoordinate client meetings and manage schedulesProcess account openings, transfers, and closuresAssist with compliance-related tasks and documentationAdditional Responsibilities Work daily with programs like Excel spreadsheets and Microsoft Office with strength in accounting and/or paralegal detailed work.Client service is the pinnacle of what we do- must enjoy working with people.Prepare detailed client paperwork with precision.Manage and update financial databases and spreadsheets.Maintain confidentiality of financial information and documents.Work independently creating priority lists and organizing financial records and files.Perform general office tasks such as filing, scanning, shredding, data entry, and basic office maintenance.Facilitate communication between our customers and team to ensure customer satisfaction.Connect with our customer base and raise brand visibility by coordinating community events.Oversee online and print marketing efforts.Create and implement data entry protocols to streamline processes and increase productivity.Purchase office equipment when appropriate.Qualifications Must be proficient with Microsoft Office - specifically Microsoft Excel, Word and PowerPoint.Good written and verbal communication skills.Familiarity with financial spreadsheets.High school diploma or GED required.Enjoys talking with customers and can communicate through verbal and written channels.Customer service experience in our industry is preferred.Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues.Proven track record of completing projects on time in an orderly manner.Compensation $43,000 - $50,000 yearly
About Compass Rose Strategic Partners LLC Compass Rose Strategic Partners is a well-established firm that has been consulting families in investment, college, retirement, and estate planning for over 32 years.
We take pride in putting client's interests first and really listening to their needs and concerns.
We provide comprehensive financial planning with five-star service!
We are looking for a team member who wants to grow with us and is looking for a career, not a job!
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