General Staff Jobs

Top-Tier Wealth Management Firm seeks Senior Relationship Managers in multiple locations to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.

• Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
• Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
• Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm’s services
• The firm has a team of Business Development Officers to help facilitate new business opportunities
• Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
• Requires 8+ years’ strong relationship management background with deep technical exposure to either investment management and/or financial planning; JD, CTFA, CFP, CPA, CFA or MBA preferred

Positions are available in West Palm Beach, FL; Tampa, FL; Detroit, MI; Chicago, IL; Houston, TX; Dallas, TX; and Austin, TX

ECG Resources, Inc.

Global Wealth Management Firm seeks Senior Relationship Manager to serve as primary point of contact for UHNW clients in delivering holistic wealth advisory services.

• Own the client relationship, maintaining extensive contact with clients to build customized investment and wealth planning strategies
• Partner with Sr. Advisors to develop and implement wealth planning strategies for clients
• Build and utilize a personal referral network to support Business Development Officers and help facilitate new business opportunities
• No sales goals
• Requires 9+ years’ wealth management experience, including 3+ years’ experience leading day-to-day UHNW client interactions
• Strong background in investment or planning advisory a must
• CFA, CFP, CTFA, or CPA preferred

Diversity candidates are encouraged to apply.

ECG Resources, Inc.

Primary Responsibilities

• Process sales orders for trucks and rail cars for assigned region
• Prepare sales contracts for the above as needed
• Track sales through the order book for some terminals
• Process purchase orders
• Maintain sale and purchase contract information in Navision and/or order book for assigned region
• Maintain inventory in the order book where applicable
• Log truck freight expenses as reported by a salesperson
• Review and process vendor invoices for products shipped by truck or rail for assigned region
• Review and process truck freight invoices for some contracts
• Approve vendor invoices for NBU and some SBU terminals handling and storage
• Account reconciliations as needed/requested
• Additional tasks as requested

Qualifications

• 2+ years of Customer Service Experience
• High school degree or equivalent
• Excellent attention to detail. Well organized and works with a high degree of accuracy.
• Proficient in Outlook and Excel
• ERP experience preferred
• Team player
• Self-motivated
• Excellent verbal and communication skills
• Critical thinking

Helm Fertilizer Corporation

Leads and coordinates the daily requirements specific to assigned projects from pre-sales activity through execution, shipment and final project closeout. Exercises independent judgment and discretion to maintain project scope and perform within schedule and budget parameters.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Documents and clarifies project scope, requirements and estimates.
• Works with stakeholders to develop and maintain the project timeline.
• Develops responsibility matrix with all stakeholders and cross functional team members.
• Conducts periodic meetings with stakeholders presenting status and recording open issues.
• Publishes status and open issues after each periodic meeting.
• Works with customer and sales to manage change requests to maintain planned margin.
• Reviews project proposals to develop goals, time frame, budgets, and procedures for accomplishing projects.
• Analyzes project profitability, develops and manages project budget, and monitors receivables.
• Understands basic revenue models, P/L, and cost-to-completion projections and makes decisions accordingly.
• Identifies necessary resources and leads assigned team members through project completion.
• Creates, executes, and adjusts project work plans as needed.
• Develops and strengthens customer relationship.
• Manages day-to-day operational aspects and client interaction.
• Orders materials related to projects.
• Effectively applies KUKA methodology and enforces project standards.
• Creates and maintains job records for each project, including Estimates, Jobs, Sales Orders, and Shippers in ERP/CRM systems.
• Prepares for engagement reviews and quality assurance procedures.
• Minimizes company exposure and risk on project.
• Manages change and problem resolution, identifies opportunities for improvement.
• Anticipates gaps relative to project scope and timeline. Takes appropriate countermeasures to ensure project scope is achieved.
• Ensures proper documentation completion (including lessons learned) and storage.
• Facilitates team and client meetings effectively and mitigates team conflict.
• Delivers informative, well-organized presentations.
• Provides periodic status reports to management.
• Builds a knowledge base of each client’s business, organization and objectives.
• Assists on the pre-sales (definition of scope, clarification of requirements, estimation, quoting, work breakdown and scheduling) effort if required.
• Serves as a role model and mentor for those with less experience.
• Leads internal team/task forces as requested.
• Travels as needed (domestic and international) depending on the nature of the projects assigned.
• Oversees and/or coordinates activities of on-site field service personnel.
• Inspires coworkers to attain goals and pursue excellence.
• Captures lessons learned for application within KUKAs day to day and project operations
• Applies continuous improvement to KUKA project management processes and identifies areas for process improvement
• Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Oversees the daily activities of on-site field service personnel and provides input regarding employee training opportunities; planning, assigning, and directing work, addressing complaints and resolving problems.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor’s degree (B. A.) from four-year college or university and five years of related technical/engineering experience and/or training; or equivalent combination of education and experience.

Ability to read and interpret mechanical, electrical, electronic, etc. prints and other related technical documentation. Requires knowledge of the fundamentals of customer service for phone and face-to-face contact with customers and strong PC skills/knowledge (MS Office environment, Internet, email, etc.). Ability to develop and use spreadsheets and graphs to track project progress.

Experience with KUKA Robots is a plus. Agile project management methodology experience is desired.

KUKA

Kennedy Jenks provides engineering and scientific solutions for innovative water and environmental projects since 1919. We deliver exceptional service and highly qualified professional staff to solve the unique challenges of public agencies and private industry clients across the United States.

We are looking for a Client Service Director with strong client relationships, established resume and reputation, team building and leadership capabilities, and business leadership skills to grow our thriving Private Sector environmental management, water and wastewater practice throughout the United States. This senior role is an essential part of our Private Sector growth as we continue to provide quality solutions to our trusted clients. You will be part of a dynamic and successful engineering, scientific, and consulting practice that is involved in exciting and meaningful project work throughout our national footprint. This position can be based in any Kennedy Jenks location.

Client Director Opportunities:

• Engage the marketplace to identify new clients and projects and collaborate with and enhance our established Private Sector team to pursue and win those opportunities.
• Leverage existing relationships and KJ’s local and national project resumes to expand Private Sector service offerings.
• Utilize relationships, personal resume, and strategic planning skills to pursue and win work.
• Build, lead, and motivate teams to provide unsurpassed client service on projects that we deliver.
• Be responsible for leading key and strategic projects from the planning phase through construction.

Responsibilities include:

• Lead client service and professional engagement to develop and enhance personal and corporate brand awareness and identify new opportunities and partnerships to further expand growth.
• Key contributor to strategic planning – utilizing marketing knowledge and established client and teaming relationships.
• Collaboration with internal leaders for strategic hiring and staff development.
• Lead strategic project positioning including development of key teaming partners, oversight of proposal development, and interview preparation.
• Project development oversight, including scope, schedule, fee preparation, negotiation, project staffing, and coordination of activities related to planning, design, and construction.
• Travel to client and project sites for client visits/meetings and travel to other Kennedy Jenks offices will be necessary.
• Contribute to project delivery goals through managing projects, being a project engineer, or project team member.

Credentials and Competencies:

• Thorough understanding of the Private Sector market; established industry relationships, and technical knowledge of the water, wastewater, pipeline, stormwater, environmental, sustainability and industrial consulting business.
• An entrepreneurial spirit, proven experience with business development, relationship building, negotiation, and client service management delivered with the highest degree of integrity.
• Enthusiasm for team building, staff development, and collaborative inclusive leadership.
• Strong writing, editing, research, and verbal communication skills.
• Minimum fifteen (15) years of relevant experience including 5 years in client service and business development.
• BS or MS in Civil, Chemical, Environmental, or similar engineering field.
• Professional Engineer license or ability to immediately obtain license. Design-Build experience and DBIA certification is a plus.
• Valid driver’s license and acceptable driving record.

As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience. Kennedy Jenks provides a competitive compensation and benefits package.

Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.

Kennedy Jenks

Kennedy Jenks provides engineering and scientific solutions for innovative water and environmental projects since 1919. We deliver exceptional service and highly qualified professional staff to solve the unique challenges of public agencies and private industry clients across the United States.

We are looking for a Client Service Director with strong client relationships, established resume and reputation, team building and leadership capabilities, and business leadership skills to grow our thriving Private Sector environmental management, water and wastewater practice throughout the United States. This senior role is an essential part of our Private Sector growth as we continue to provide quality solutions to our trusted clients. You will be part of a dynamic and successful engineering, scientific, and consulting practice that is involved in exciting and meaningful project work throughout our national footprint. This position can be based in any Kennedy Jenks location.

Client Director Opportunities:

• Engage the marketplace to identify new clients and projects and collaborate with and enhance our established Private Sector team to pursue and win those opportunities.
• Leverage existing relationships and KJ’s local and national project resumes to expand Private Sector service offerings.
• Utilize relationships, personal resume, and strategic planning skills to pursue and win work.
• Build, lead, and motivate teams to provide unsurpassed client service on projects that we deliver.
• Be responsible for leading key and strategic projects from the planning phase through construction.

Responsibilities include:

• Lead client service and professional engagement to develop and enhance personal and corporate brand awareness and identify new opportunities and partnerships to further expand growth.
• Key contributor to strategic planning – utilizing marketing knowledge and established client and teaming relationships.
• Collaboration with internal leaders for strategic hiring and staff development.
• Lead strategic project positioning including development of key teaming partners, oversight of proposal development, and interview preparation.
• Project development oversight, including scope, schedule, fee preparation, negotiation, project staffing, and coordination of activities related to planning, design, and construction.
• Travel to client and project sites for client visits/meetings and travel to other Kennedy Jenks offices will be necessary.
• Contribute to project delivery goals through managing projects, being a project engineer, or project team member.

Credentials and Competencies:

• Thorough understanding of the Private Sector market; established industry relationships, and technical knowledge of the water, wastewater, pipeline, stormwater, environmental, sustainability and industrial consulting business.
• An entrepreneurial spirit, proven experience with business development, relationship building, negotiation, and client service management delivered with the highest degree of integrity.
• Enthusiasm for team building, staff development, and collaborative inclusive leadership.
• Strong writing, editing, research, and verbal communication skills.
• Minimum fifteen (15) years of relevant experience including 5 years in client service and business development.
• BS or MS in Civil, Chemical, Environmental, or similar engineering field.
• Professional Engineer license or ability to immediately obtain license. Design-Build experience and DBIA certification is a plus.
• Valid driver’s license and acceptable driving record.

As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience. Kennedy Jenks provides a competitive compensation and benefits package.

Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.

Kennedy Jenks

This Represents is looking to add a Senior Photography Agent to join our growing team. Applicants should be outgoing self-starters with a passion for photography, illustration, and a strong understanding of commerical production.

Job duties will include:

• Building and maintaining strong relationships with current and prospective clients and artists.
• Growing our client base and generating new business.
• Estimating projects and overseeing production budgets.
• Ongoing curation of the artist’s portfolios – both online and printed.
• Organizing and hosting portfolio shows and meetings.

Requirements:

• Bachelor’s Degree, preferably in marketing, advertising, or photography
• Minimum of 3+ years of artist representative or applicable production experience
• Proven ability to effectively manage multiple projects and prioritize work
• Goal-oriented, motivated, and self-starter
• Must be personable, energetic, and creative; able to bring fresh ideas and perspective
• Exceptional relationship management skills
• High level of initiative and follow-through

Base salary + commission is proportionate to experience.

This is a position with a great opportunity for growth.

Please send your resume with a short note to introduce yourself to [email protected]

Serious inquiries with the applicable experience only.

This Represents

The Sales Manager (SM) is responsible for the overall sales management, support and guidance of the Sales Engineers and Global Key Account Managers. The Sales Manager will plan, direct, and monitor the activities of the Sales Team within a specified geography, products mix, and market segment to achieve established sales targets.

The Sales Manager will also be responsible for the SE and GKAM role of promoting and selling Trelleborg products and services within an assigned geographic area, market industry, product range or list of customer accounts in order to achieve sales and profit targets. The SE and GKAM are responsible for generating profitable territory sales growth by leveraging Trelleborg capabilities and resources in order to meet and exceed customer needs and expectations. The SE and GKAM are responsible for building relationships across all levels within existing customers and prospective target accounts to generate new business opportunities.

Tasks and Responsibilities:

The primary function of the Sales Manager (SM) position is one of sales management, support, and guidance of the Sales Engineer & GKAM Team. The Sales Manager will also be responsible to promote and sell Trelleborg products and services within an assigned geographic area, market industry, product range or list of customer accounts in order to achieve sales and profit targets.

• Work with the GM to Attract, Hire, Develop, Coach, Retain and Lead a professional and well organized team of Sales Engineers & GKAMs.
• Direct, Coordinate, and Motivate a team of Sales Engineers and GKAMs to attain sales and profit growth objectives. Establish and foster a positive, goal driven working environment.
• Coordination of all sales activities within the region in order to gain market share and increase overall profits as defined by each territory strategic plan and MC business plan.
• Assist in developing the Marketing Company Business Plan for the MC region, inclusive of GIT growth plans coordinated with the growth initiative leaders and Continuous Improvement targets.
• Work closely with the GM and Marketing Department, developing and executing Sales and Marketing Strategies. Conduct quarterly sales meetings. Formulate Sales & Profit forecasts and budgets.
• Assist GM in management reviews, business reviews and business plans.
• Provide the required business reporting documents to the GM in a timely manner. These reports include Month End Reports, Key Performance Indicators and Policy Deployment targets to improve.
• Work with GM and Marketing department to increase Trelleborg Brand Awareness and identify Marketing needs and opportunities for territory.
• Make joint sales visits with SE’s in order to pursue and qualify new sales leads, visit existing and new strategic customers with the focus being Total Customer Satisfaction and Generation of Projects for Sales Growth.
• Complete 20+ sales visits per month with mix of new & existing accounts.
• Assist in building customer relationships and strategic partnerships, assess customer needs and recommend appropriate products and services; respond to complex customer inquiries; negotiate prices and delivery times, and win sales orders to meet sales targets. Utilize Trelleborg resources where appropriate and needed.
• Identify, research, and contact new prospective target growth customers that will generate future sales and repeat business.
• Provide market feedback and intelligence for use by local MC, Marketing Department, Segment/Product/Lead Group personnel
• Promote standard products, and custom engineered products where needed. Be a total solution provider.
• Assist in establishing the market sell price and profit margin utilizing market research, tools and methods along with the support of the GM.
• Develop short and long-term strategic sales plans for key territories utilizing Sales Excellence Tools. Meet and review with GM monthly and quarterly.
• Develop and implement procedures to ensure that customer projects, quotations and orders are processed efficiently, correctly and in a timely manner.
• Develop cross training and work instructions for customer specific tasks.
• Represent the MC in cross-functional teams: Sales Projects, Sales Excellence, etc.
• Targets to achieve:
• Sales Growth: Achieve Sales Target. Strive for 10%+ year over year growth or budget number (whichever is greater)
• Profitability: Achieve Profit Target. Strive for 10%+ year over year growth or budget number (whichever is greater)
• Work with the GM to Attract, Hire, Develop, Coach, Retain and Lead a professional and well organized team of Sales Engineers & GKAMs.
• Direct, Coordinate, and Motivate a team of Sales Engineers and GKAMs to attain sales and profit growth objectives. Establish and foster a positive, goal driven working environment.
• Coordination of all sales activities within the region in order to gain market share and increase overall profits as defined by each territory strategic plan and MC business plan.
• Assist in developing the Marketing Company Business Plan for the MC region, inclusive of GIT growth plans coordinated with the growth initiative leaders and Continuous Improvement targets.
• Work closely with the GM and Marketing Department, developing and executing Sales and Marketing Strategies. Conduct quarterly sales meetings. Formulate Sales & Profit forecasts and budgets.
• Assist GM in management reviews, business reviews and business plans.
• Provide the required business reporting documents to the GM in a timely manner. These reports include Month End Reports, Key Performance Indicators and Policy Deployment targets to improve.
• Work with GM and Marketing department to increase Trelleborg Brand Awareness and identify Marketing needs and opportunities for territory.
• Make joint sales visits with SE’s in order to pursue and qualify new sales leads, visit existing and new strategic customers with the focus being Total Customer Satisfaction and Generation of Projects for Sales Growth.
• Complete 20+ sales visits per month with mix of new & existing accounts.
• Assist in building customer relationships and strategic partnerships, assess customer needs and recommend appropriate products and services; respond to complex customer inquiries; negotiate prices and delivery times, and win sales orders to meet sales targets. Utilize Trelleborg resources where appropriate and needed.
• Identify, research, and contact new prospective target growth customers that will generate future sales and repeat business.
• Provide market feedback and intelligence for use by local MC, Marketing Department, Segment/Product/Lead Group personnel
• Promote standard products, and custom engineered products where needed. Be a total solution provider.
• Assist in establishing the market sell price and profit margin utilizing market research, tools and methods along with the support of the GM.
• Develop short and long-term strategic sales plans for key territories utilizing Sales Excellence Tools. Meet and review with GM monthly and quarterly.
• Develop and implement procedures to ensure that customer projects, quotations and orders are processed efficiently, correctly and in a timely manner.
• Develop cross training and work instructions for customer specific tasks.
• Represent the MC in cross-functional teams: Sales Projects, Sales Excellence, etc.
• Targets to achieve:
• Sales Growth: Achieve Sales Target. Strive for 10%+ year over year growth or budget number (whichever is greater)
• Profitability: Achieve Profit Target. Strive for 10%+ year over year growth or budget number (whichever is greater)
• Project Focus: Generate and convert projects for key target customers. Manage project cycle and velocity.
• Provide proactive communication, analysis and problem solving
• Provide innovative solutions and continuous improvements
• Work with the right sense of urgency: Response times, flexibility and accuracy
• To maintain a professional attitude and appearance at all times when dealing with customers

Education and Experience:

• Minimum of 4 years work experience in sales, sales management, or related field required.
• Bachelors degree in Business, Engineering, or other relevant discipline required. MBA a plus.
• Strong knowledge of business sales and marketing practices required
• Proficiency and experience in the use of business operational software (CRM, Oracle JDE, SAP) required
• Proficiency and experience in the use of Microsoft Word, Excel and PowerPoint required
• Knowledge of rubber/plastic products is beneficial
• Familiarity with ISO quality requirements is beneficial
• Ability to read and understand technical prints a plus

Trelleborg Group

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Client Engagement Manager- Employee Benefits to their Corporate Synergies team in Camden, NJ.

Job Summary:

The Client Engagement Manager (CEM) is a client-facing position within our Client Solutions Department. The CEM is critical to the successful implementation, ongoing support and annual renewal of CSG’s Employer and Participant Support Service offerings. Based on the specific services and levels selected/purchased by a client, the CEM operates as the project lead and facilitator for and between the various internal CSG departments, our clients and third party vendors. As such, the CEM will perform all of the necessary tasks to ensure a successful client experience (e.g. lead client discovery sessions, gather requirement documents, define and implement processes, etc.).

The CEM is responsible for coordinating the complete and timely client benefit administration technology and outsourcing implementations, maintenance, and renewals for new and existing clients. Act as the Project Lead on HRIS/Benefits Administration technologies, Total Compensation Statements, and other special Client Solutions projects as needed.

Essential Functions:

1. Strategize with Sales, Account Management and the client to determine exact objectives and timelines or implementation.
2. In order to ensure a successful client engagement, play a defined role and follow CSG’s documented processes as it pertains to CSG’s Employer and Participant Support Services:

• Benefits Administration/HRIS technology
• Enrollment, eligibility, data management and other administrative outsourcing functions
• Other Client Solutions including but not limited to online content and communication, total compensation statements, employee surveys, etc.

1. Project Manage all Client Solution engagements and their deliverables (implementation, configuration, maintenance and renewal)
2. Provide assistance including, but not limited to, creation of technical specifications, creation and execution of test plans for client projects, testing and confirmation of expected results, review of contractual terms to ensure accurate delivery and/or billing of project, etc.
3. Create detailed work plans that identify the activities and resources required to successfully complete the project.
4. Monitor the progress of the project and make adjustments as necessary to ensure the successful completion of the project
5. Establish a communication schedule to update all stakeholders on the progress of the project
6. Review the quality of the work completed with the project team on a regular basis to ensure that it meets Corporate Synergies’ high standards.
7. Ensure that all outstanding issues that may interfere with successful implementation are quickly mitigated and/ or elevated to the appropriate levels

Competencies and Qualifications:

An ideal candidate will have:

• Bachelor’s degree or education/experience equivalency.
• Minimum of five years of experience with a health and welfare benefits administrator or broker providing account management services and support to clients of 100 employees.
• Strong project management and organizational skills.
• Very strong capabilities in business productivity software, including: Excel, PowerPoint, Word, and Access.
• Solid knowledge in the area of HRO/Benefits Administration (i.e., ability to represent CSG as a functional expert in front of clients.)
• Strong problem solving and decision making capabilities (i.e., ability to make timely, fact based decisions)
• Ability to develop strong relationships, with internal and external stakeholders.
• Strong data administration (ie. Data mapping)
• Strong detail orientation and follow up skills.
• Quality assurance skills, and technology skills as it relates to the industry
• Understanding of programming fundamentals is preferred
• Ability to adhere to process requirements

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Corporate Synergies

Experienced Administrative Assistant

Do you have experience working in a Securities/Investments related office providing administrative support?   Are you organized and able to work independently while functioning as a financial planner’s key office and administrative support? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients in servicing accounts while providing exceptional and friendly service? If so, you may be the person we are looking for to work in our small, professional firm.

Who we are

We are a boutique service-oriented financial consulting firm providing an array of services, ranging from investments to insurance and retirement services. Our office is located in Denver and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial firm, we value independence and maintain the highest professional standards.

Qualifications

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity. Must be able to establish and maintain solid working relationships with clients with a passionate commitment to serving and caring for other people. The position requires an excellent knowledge of financial planning concepts and terminology.

Must be able to handle multiple projects simultaneously and operate successfully under deadlines. Must be able to follow directions while knowing when to take the ball and run with it. Software experience in Microsoft Outlook, Word and Excel is required. Must be highly Internet-savvy and able to navigate or learn Morningstar® and other financial software packages.

Responsibilities

• Serve as the first point of client contact; must be comfortable on the phone handling customer service and client needs.
• Ability to manage the office calendar coordinating advisor’s schedule for client meetings and special events.
• Generate reports, such as performance statements, for advisor’s meetings with clients
• Update pending business summary sheet for advisor’s attention when documents are outstanding
• Update contact management system (CRM)
• Draft letters as directed by advisor
• Proofreading (or quality assurance) skills to ensure accuracy
• File and upload client statements, correspondence, agreements, etc.
• Assist with seminars as directed by advisor
• Make suggestions to systematize and improve office functioning
• Anticipate advisor’s needs and handle them proactively

Garden Street Financial Group LLC