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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