Related skills
crm salesforce excel invoicing powerpoint📋 Description
- Assist RR Plan Service Team with daily operations using CRM and onboarding.
- Collaborate with advisors to onboard and service clients.
- Coordinate with Advisors and Custodian on investments and data reports.
- Enter Salesforce opportunities and maintain data.
- Support weekly/monthly processes including reconciliation and reporting.
- Generate quarterly invoices with accounts receivable.
🎯 Requirements
- Bachelor's degree required.
- Willingness to obtain the Retirement Plan Fundamentals (RPF) within 6 months.
- Minimum of one year experience in the qualified retirement plan industry.
- CRM experience and retirement plan recordkeeper platforms a plus.
- PC and Microsoft Office proficiency, specifically Excel, Adobe and PowerPoint.
- Strong writing skills and ability to handle confidential information.
🎁 Benefits
- Medical plans including Blue Shield and Kaiser (CA).
- Dental insurance with MetLife.
- Vision insurance with VSP.
- Flexible spending and health savings accounts.
- Generous 401K contributions.
- Flexible working arrangements.
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