A well-established financial services firm in Warwick is seeking a part-time Client Operations Coordinator who can wear many hats and is passionate about what they do! Starting at 15-20 hours with the expectation to increase along with our continued growth over the years. Daily schedule is flexible within normal business timeframes. We are dedicated to developing a mutually beneficial, long-term relationship; be a team player! Please complete the phone screening for consideration, your effort in applying determines our effort in response.

The position includes, but is not limited to the following:

• Business Operations:

o Processing, tracking, and communicating with advisor regarding new business submissions (including but not limited to managed accounts, annuities, & life insurance)

o Must be comfortable with both paperless (e-signature) and paper applications

o Completing administrative processes (Ex. applications, compliance, electronic filing & data entry)

o Following established Firm guidelines on maintaining client data and records

• Client Service:

o Preparing materials for client and prospective client meetings

 Assist advisor in creating review reports, proposals, and illustrations

o Occasionally answer phones, greet visitors

o In coordination with our administrative staff, scheduling meetings, special events

The qualified candidate has:

• 3+ years prior work experience as Client Operations/Service Coordinator is required.

• Strong administrative, organizational, and communication skills as well as experience in financial planning administration.

• Adobe, Word, Excel, PowerPoint, Outlook experience a must.

• Salesforce, SmartOffice/Redtail CRM experience strongly preferred.

• Confidentiality is a priority. Demonstrate the highest levels of sound judgment, discretion, diplomacy and confidentiality always.

• Be ready to dive into complex situations and remain diligent about following up through project completion.

• Be able to prioritize work assignments, meet deadlines.

• Impeccable customer service skills and able to multi-task while maintaining a positive focus and high energy level.

• Applicant must have the ability to operate in a fast paced, highly dynamic environment.

• Strong oral and written communication skills

• Attention to detail, ability to manage a variety of tasks and meet deadlines, and reliability/dependability.

• Professional appearance and demeanor, with ability to exercise good judgement and discretion.

• Excellent work ethic and time management skills, Meticulous attention to detail is essential.

• College Graduate, a plus - High School Diploma or equivalent required

We offer comprehensive hands-on training on the way we handle our clients’ financial planning and insurance administration. If you are highly motivated and enjoy working in a fast-paced environment, please send a cover letter that lists your strengths along with a resume.

Job Type: Part-time

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• Employee assistance program
• Employee discount

Schedule:

• Day shift
• Monday to Friday

Experience:

• financial planning administration: 3 years (Required)
• life insurance administration: 3 years (Required)

Work Location: In person

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