Employer Industry: Wealth Management

Why consider this job opportunity:
- Health Care Plan (Medical, Dental & Vision) included
- Retirement Plan options (401k, IRA) available
- Paid Time Off (Vacation, Sick & Public Holidays) provided
- Work from Home flexibility
- Opportunities for training and development in the field
- Stock Option Plan available

What to Expect (Job Responsibilities):
- Assist the sales team in daily operations and administrative tasks
- Maintain and update client databases and sales records
- Prepare sales presentations and materials for client virtual meetings
- Coordinate schedules for client appointments and outreach efforts
- Respond to client inquiries in a timely and professional manner

What is Required (Qualifications):
- High school diploma or equivalent; degree in finance or related field preferred
- Previous experience in a sales or administrative support role
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite and CRM software

How to Stand Out (Preferred Qualifications):
- Experience working in a financial services environment
- Familiarity with financial planning concepts and terminology
- Ability to contribute to marketing efforts and outreach initiatives
- Strong problem-solving skills and initiative

#WealthManagement #ClientService #SalesSupport #RemoteWork #CareerDevelopment

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