Wellspring Wealth Group is an independently owned financial services firm that is passionate about helping our clients reach their financial goals. Your responsibilities will include assisting advisors in a way to enhance the clients’ experience with our firm. You must be passionately committed to serving and caring for other people and be able to handle multiple projects simultaneously and operate successfully under deadlines. It will be important to follow directions while also knowing when to take the ball and run with it. Our office culture is friendly and relaxed without sacrificing the quality of our results. We strive to maintain the highest professional standards and accountability to the members of our team and to our clients.

Requirements:

• Answer phones, transfer calls and check voicemails
• Greet clients and guests to the office and conference room
• Proof, submit and monitor account paperwork and track to completion
• Organize, coordinate, and maintain all client paperwork
• Order supplies
• Assist staff with various day-to-day activities
• Calendar management for all team members
• Handle all client mailings
• Manage routine filing, copying, processing, correspondence, scanning, and other administrative type work
• Help assemble client review materials
• Help keep contact management system (CRM) up to date and accurate
• Track and help plan client events including guest lists, costs, and other pertinent details
• Data input

Required knowledge/skills/competencies:

• Enjoys working as a team and independently
• Pleasant and client-centric attitude
• High attention to detail
• Ability to multi-task and meet deadlines
• Superior organizational skills
• Sufficient patience to do repetitive work correctly
• Proficiency in MS Outlook Suite and an ability to learn new software applications
• 2+ years’ experience in administrative or customer service role, preferably in financial services
• Applicant must pass background check prior to hiring

Job Type: Full-time preferred, some flexibility with hours

Experience:

• Financial Services: 1 year (Required)
• Administrative or Customer Service: 2 years (Required)

Education:

• Bachelor's (Preferred)

Salary based on skills and experience.

Please submit resume to jharvey@wellspringms.com.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Ridgeland, MS 39157: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.