Located in Conway, AR
Pay: 50-60k
Job Full Description
Job Description:
We are looking for a highly organized and client-focused Team Member to join our financial services team. This is an Administrative role that supports Financial Advisors by helping service client accounts and perform daily operational tasks. Candidates with experience in financial offices, banking, or insurance will likely transition well into this position.
Key Responsibilities:
- Handle client communication and phone calls with professionalism and urgency.
- Maintain confidentiality and act with integrity in all business dealings.
- Open and maintain brokerage accounts.
- Process all Client Transactions.
- Maintain accurate and compliant client files according to firm and regulatory requirements.
- Provide day-to-day administrative support and ensure a smooth client experience.
- Operate general office equipment and software (email, printers, fax, etc.).
Desired Qualifications:
- Prior experience in financial services, banking, or insurance preferred.
- Strong client service and relationship-building skills.
- High attention to detail and accuracy.
- Strong organizational skills with the ability to multitask and prioritize.
- Proficiency with basic office technology and tools.
- Notary Public certification is a plus.
Benefits:
- Competitive salary based on experience ($50K–$60K).
- Standard Paid Time Off (PTO): Includes vacation, sick leave, and personal days.
- We offer a competitive benefits package including health insurance, paid time off, Profit Sharing, and a 401(k) plan with up to 4% employer match to help you save for retirement.
- Opportunity to grow within a well-established financial services firm.
Schedule:
- Monday – Thursday: 8:00 AM – 4:30 PM.
- Friday: 8:00 AM – 4:00 PM.
Conway, AR
2745
721 Front Street
Conway, AR 72032
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