Growing boutique wealth management firm seeks detail oriented client service associate to assist with and manage administrative tasks including but not limited to: completing, processing and filing new client paperwork, client service requests, scheduling appointments, etc. Experience with Microsoft Office (Outlook, Word, Excel) critical. Experience with Redtail CRM and Docupace a plus. Potential for increasing responsibilities and job growth available for the right candidate. Initially work will be done on site in a residential office with the possibility to work hybrid or remote after one year and proven competence. Requires unblemished criminal history. Must be able to pass fingerprint and background check. Must not be allergic or afraid to work in an environment with cats.
Job Details
Salary: $20,800 - $31,200
Job Type: Part-Time
Qualifications
Req. Experience: Four (4) years of experience in a customer service role
Req. Experience: Understanding of Microsoft Office applications, such as Outlook, Word, and Excel
Bonus Experience: Understanding of Redtail CRM and Docupace is a plus, but not required
Location
In-Person/Hybrid: Phoenixville, PA (19460)
Please Note: Must be located within, or planning to relocate to, a reliably commutable distance before start of employment.
Schedule
Monday - Friday
Benefits:
Flexible schedule
Paid training
Work from home
Application
Interested applicants should follow the link below to the Indeed.com Job Posting
