Full-time Client Services Assistant (IC-BB)

We are in the process of staffing a Client Services Assistant for a financial firm in Flowood, Mississippi. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.

NEEDS

• Coordinate development of financial plans for individuals and businesses
• Monitor plan performance
• Interact daily with clients in a professional and personable manner
• Manage various administrative tasks
• Must be located in Jackson, Mississippi metro area or willing to relocate
• Platforms: Microsoft, RedTail

Requirements

• Experience in finance (a plus)
• Experience / interest in insurance / finance (a plus)
• Excellent communication skills - time management, prioritizing tasks, working with deadlines
• Strong organization skills - time management, prioritizing tasks, working within deadlines, even if ambiguous environments
• Proactive, take initiative, exercise good judgement, discretion and confidentiality in all tasks
• Adaptable, learn new things, flexible with new systems, tools, processes
• Effective communication skills both verbally and in writing with superiors, clients, colleagues, people inside and outside of the firm
• Effective in team environment
• Proactive attitude and willingness to take on additional project work / responsibilities
• Decision maker
• Ability to be in-person 5 days a week (8:30am-5:00pm)
• High EQ
• $40,000 Salary + health insurance on first day of employment and retirement plan on the first year anniversary
• Jackson metro area
• Ideal candidate has a college major / minor of English and Finance

Benefits

• Health Insurance
• Retirement plan on first year anniversary
• Paid Time Off