Client Services Team Associate

APPLY NOW! Email akangas@certifiedplannersinc.com. Please attach your resume and include your salary requirement with your hours of availability. Job Title	Client Service Team Associate
Job Type	This is an administrative assistant position that can start as Part-Time with an opportunity to move into Full-Time. Although, P/T hours are flexible and we are willing to work around your class schedule, we are interested in someone who is available on Tuesdays and Thursdays.
Job Description	PRIMARY JOB FOCUS: 1. Provide admin support to a Financial Advisor and her client base. 2. Provide admin support to an Estate Planning attorney and her clientele. GREAT OPPORTUNITY for those pursuing a Business degree, enjoys helping people, working in a small office environment, and has strong customer service skills. This is an entry level position with room to grow your skill set and knowledge about financial planning and estate planning!
Basic Job Role	1. Serve as first point of contact (by phone/email or in person) 2. Schedule and help prepare for client meetings 3. Pre-fill out and process forms, follow up on client requests 4. Maintain client databases 5. Help mail out quarterly statement packages for client base and other annual mass mailings 6. Responsible for other general office duties, such as copying, scanning, projects
Requirements	1. Highly service oriented 2. Particular attention to detail 3. Strong administrative and problem solving skills 4. Ability to multi-task and manage time efficiently 5. Thrive in a small office environment