Resolute Wealth Advisors (resoluteadvisor.com) in Findlay, OH is seeking a full time Client Service Coordinator for their firm.

Responsibilities Include:

  • Managing phone calls, scheduling for the team, and following up on client requests.
  • Preparing confidential client paperwork, tracking progress and following up on items that are not complete.
  • Managing client data in the CRM system.
  • Following processes to keep client files consistently organized.
  • Documenting client data following processes that are consistent with the firm’s compliance policies.
  • Working with the client reporting system to create reports as needed, assist with management of the client portal and assist with quarterly fee billing.
  • Managing the office supplies needs and keeping visitor and employee areas organized.
  • Other Administrative tasks and projects as may be needed

Requirements:

  • Financial services industry experience is a plus but not required
  • You have a high attention to detail
  • Prior experience with CRM and data management
  • Experience managing multiple software programs
  • At least two years of front desk/admin experience in a professional office environment
  • Proficient with computers and advanced knowledge of Microsoft Office Suite and the Internet with proficiency in Excel.
  • Experience with electronic file management and administrative support services
  • Strong interpersonal skills and exceptional organizational skills
  • You can multi-task and have a team attitude
  • You must be a self-starter, have the ability to multi-task, be highly organized, be a team player, a problem-solver and be empathic to our clients’ needs and concerns.
  • You must think like a manager and be able to manage yourself and your time efficiently.
  • Excellent oral and written communication skills

Salary for this position will be based on general admin experience, industry experience, and qualifications. Benefits include 100% employee health care, 401(k) with 5% company match.