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What will you be doing?
Answer the phones – act as the firm’s “Director of First Impressions”
Assist clients with day-to-day needs and issues in a timely and accurate manner
Assist Owner of firm in staying organized by managing his calendar and emails – assume responsibility for emails that fall within your expertise
Handle ALLday-to-day operations regarding:
Oversee and manage various projects for the firm
Keep the company website up to date and fresh with direction from team
Assist in marketing activities as needed (birthday cards, etc.)
Organize and manage company events
Assist in defining and executing the client “WOW” experience
Assist in the development of processes and procedures
Assume day-to-day compliance tasks
Assist in evaluation and implementation of new technology as needed
As skills are developed, assist in long range business development and planning and participate in staff meetings
Keep the office neat and organized. Make sure all confidential documents are scanned and shredded in a timely basis
Who Are You?
You are a dynamic, energetic, highly polished “jack of all trades”,who is very professional, detail-obsessed, a go-getter and a self-starter. You work well with others and have good problem-solving, multi-tasking and organizational skills. You also have an entrepreneurial bent and want to be part of a fast growing company. You are NOT seeking a job – you are seeking a career and want to understand and be an integral part of our vision!
Financial Services industry experience a huge plus!
A Four Year degree isREQUIRED. This is NOT an entry level position. Ideal candidates will have 3 to 5 years of operations and customer service experience(DO NOT apply without experience in both). You also are comfortable using Microsoft Excel© and would classify yourself as an intermediate user. You may be tested on your skill level. You work well with teams and individually and can prioritize your work with minimal supervision. You are customer service oriented.
Starting salary will be between $45,000 and $50,000 per year depending on experience. You will also be eligible for bonuses based on the performance of the firm after some period of employment so we can determine this is a win/win situation.
Qualified candidates will start the process by filling out a Top Grading Career History Form and if you are selected to advance in the process, you will then be invited to schedule a 15 to 30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is mutual ground on which to move forward, candidates will be asked to take a Kolbe and/or Caliper assessment. If the process moves from there, additional testing and assessments will be required.