Compass Rose Strategic Partners LLC • Waterford, CT, US
Posted 3 months ago
Description We're searching for a diligent, full-time office administrator to provide administrative support to our team.
You'll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments and company trips, ordering office equipment, and marketing our brand through community events and print and digital mediums.
Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service.
Send us your resume today to become part of the team!
***The DISC personality assessment must be completed; otherwise, your application will not be considered*** Responsibilities Work daily with programs like Excel spreadsheets and Microsoft Office with strength in accounting and/or paralegal detailed work.Client service is the pinnacle of what we do - must enjoy working with people.Provide administrative support to financial advisors.Prepare detailed client paperwork with precision.Manage and update financial databases and spreadsheets.Coordinate meetings and appointments for financial professionals.Maintain confidentiality of financial information and documents.Work independently creating priority lists and organizing financial records and files.Perform general office tasks such as filing, scanning, shredding, data entry, and basic office maintenance.Qualifications Must be proficient with Microsoft Office - specifically Microsoft Excel, Word, and PowerPoint.Good written and verbal communication.Familiarity with financial spreadsheets.Shows ability to quickly finish very detailed work.Navigates computer programs with ease to provide a quick front-desk experience for customers.Customer service experience in our industry is preferred.Enjoys talking with customers and can communicate through verbal and written channels.Compensation $43,000 - $50,000 yearly
About Compass Rose Strategic Partners LLC Compass Rose Strategic Partners is a well-established firm that has been consulting families in investment, college, retirement, and estate planning for over 32 years.
We take pride in putting client's interests first and really listening to their needs and concerns.
We provide comprehensive financial planning with five-star service!
We are looking for a team member who wants to grow with us and is looking for a career, not a job!
Please do not contact our office directly**
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