Client Service Coordinator

Legacy Financial Partners; Rapid City (SD); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Education Reimbursement

Team-focused culture

Job summary

Legacy Financial Partners is seeking a highly professional Administrative Assistant to support a busy office in Rapid City, SD. You will handle general administrative duties, maintain client files, coordinate communications, and assist with marketing events for the local advisor.

The ideal candidate has strong phone and computer skills, customer service experience, and an ability to manage multiple tasks with discretion and efficiency.

Qualifications

• Previous customer service experience
• Previous office experience
• Ability to communicate with co-workers, customers and business contacts in a courteous and professional manner
• Ability to investigate, research and resolve problems or concerns
• Ability to maintain confidentiality
• Ability to make rule-based and analytical decisions
• Ability to organize, prioritize and handle multiple tasks
• Ability to pay close attention to detail, work under pressure and meet deadlines
• Ability to take complete and accurate notes
• Ability to operate various office equipment including PC, fax machine, copier, etc.
• Ability to utilize various software packages such as Microsoft Office & Outlook
• Ability to use internet browsers
• Excellent communication skills

Responsibilities

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Coordinate and lead marketing events for local financial advisor
• Monthly advertising and compliance submission
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
• Other duties and tasks as needed

Skills

Customer service

Office experience

Communication

Attention to detail

Multitasking

Professional demeanor

Tools

Microsoft Office

Outlook

Job description

Job DetailsJob Location: Rapid City Office - Rapid City, SD 57702Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

• Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
• Competitive Pay
• Comprehensive Benefits Package:Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
• Collaborative Environment and Innovative Culture
• Education Reimbursement: never quit learning and growing in your career

Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.

Essential Duties and Responsibilities (Additional duties may be assigned):

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Coordinate and lead marketing events for local financial advisor
• Monthly advertising and compliance submission
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
• Other duties and tasks as needed

QualificationsThe Ideal candidate will possess the following skills:

• Previous customer service experience
• Previous office experience
• Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner
• Ability to investigate, research and resolve problems or concerns
• Ability to maintain confidentiality
• Ability to make rule-based and analytical decisions
• Ability to organize, prioritize and handle multiple tasks
• Ability to pay close attention to detail, work under pressure and meet deadlines
• Ability to take complete and accurate notes
• Ability to operate various office equipment including personal computer, fax machine, copier, etc.
• Ability to utilize various software packages such as Microsoft Office & Outlook
• Ability to use internet browsers
• Excellent communication (oral and written), interpersonal, organizational, and presentation skills.
• Typing proficiency: 40-60 wpm.

Previous office experience preferred

Previous financial service experience preferred