Job Details

ID #53724517
Estado Colorado
Ciudad Fort collins / north CO
Full-time
Salario USD TBD TBD
Fuente Colorado
Showed 2025-03-26
Fecha 2025-03-26
Fecha tope 2025-05-25
Categoría Admin/oficina
Crear un currículum vítae
Aplica ya

Financial Planning Office Client Service Associate

Colorado, Fort collins / north CO, 80521 Fort collins / north CO USA
Aplica ya

Posting Date: March 25, 2025

Status: Part-time (30 Hours a week), Non-Exempt

Location: Fort Collins (in office)

About You

A successful individual in this position will demonstrate the following attributes and outcomes:

Loves client service and going above and beyond for clients

Extremely detail oriented and organized, never lets details slip through the cracks

A life-long learner, who enjoys continuous improvement and stretching their skill set

Wants to contribute towards helping our clients achieve meaningful goals

Is proactive, effective, and attentive in all they do

Is a great problem solver, who takes initiative to figure things out and solve client challenges

Position Responsibilities

This is a summary outline of the responsibilities initially required of the FP Administrative Assistant:

Email review

Schedules client meetings

Reviews, sorts and responds to email

Account and service administration

Manages social media posts

Supports advisor with calendar accountability

Submits correspondence to compliance and record keeping

Manages CRM – segmentation, TAG groups, etc

Supports meeting logistics and preparation

Helps coordinate client events, gifts, and cards

Supports compliance exam items for the firm

Supports service item processing

Other projects, as needed

Skills & Qualifications

The Administrative Assistant has the following skill and qualification requirements:

Degree preferred: 4-Year college degree

Position Experience: Minimum of three years of upper level administrative experience (Financial services experience is a plus)

Technology/software proficiencies: Microsoft Office Suite, Redtail (a plus)

To Apply

To apply, please send your resume, cover letter, and salary requirements to us at [email protected].

Aplica ya Suscribir Reportar trabajo

Puestos de trabajo relacionados

»office/admin
2025-03-26