Employer Industry: Financial Planning and Wealth Management

Why consider this job opportunity:
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Opportunities for training and development
- Work From Home flexibility
- Participate in a dynamic team focused on innovative financial planning and sustainability

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
- Respond to client inquiries in a timely and professional manner
- Support marketing efforts by participating in campaigns and outreach initiatives

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 in financial services or wealth management
- Familiarity with client relationship management tools
- Strong commitment to ethical standards and client service
- Ability to work independently and collaboratively within a team environment

#FinancialPlanning #SalesSupport #ClientEngagement #RemoteWork #CareerGrowth

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