Added
7 days ago
Type
Full time
Salary
Salary not provided

Related skills

communication customer service attention to detail microsoft excel microsoft outlook

📋 Description

  • Execute financial services cashiering duties.
  • Perform branch receptionist duties and admin support.
  • Support Branch Operations Manager and/or Branch Manager.
  • Maintain confidentiality of client, advisor, branch and company info.
  • Deliver high-quality client service with attention to detail.
  • Work within Branch, Firm and Compliance policies.

🎯 Requirements

  • High School diploma or GED; post-secondary preferred; prior industry experience a plus.
  • Excellent communication, problem solving and client service skills.
  • Strong attention to detail and accuracy; semi-advanced math.
  • Proficient with Word, Excel and Outlook.
  • Ability to manage multiple demands in a deadline-oriented environment.
  • Maintain regular, predictable attendance.

🎁 Benefits

  • Medical, Dental and Vision
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
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