Job Overview
We are a reputable faith-based financial services organization committed to empowering families in their financial journey. Our mission emphasizes the importance of biblically responsible financial planning, and we pride ourselves on fostering a collaborative and remote working environment. Our clients are drawn to our steadfast dedication to integrity and excellence in service.
Key Responsibilities
- Engage with clients to ensure they feel valued and supported throughout their experience with us.
- Schedule and confirm appointments to guarantee efficient organization of meetings and events.
- Manage mass communications to ensure timely and accurate dissemination of information.
- Draft and send personalized birthday cards to clients, enhancing their experience with thoughtful gestures.
- Prepare files for client review meetings, ensuring all documents are orderly and readily accessible.
- Oversee the phone system, directing calls effectively.
- Assist in managing the organization's social media platforms to promote our mission.
- Contribute to the development of our monthly newsletter, sharing valuable insights and updates.
Required Skills
- Exceptional verbal and written communication abilities.
- Proficiency in Microsoft Office Suite and general computer skills.
- Strong attention to detail and superior organizational capabilities.
- Self-discipline to operate independently while maintaining high productivity levels.
- Ability to thrive in a fast-paced environment with a focus on customer service.
- Commitment to confidentiality and professionalism in all interactions.
Qualifications
- An Associate's degree (Bachelor's preferred) and a minimum of one year of administrative experience.
- Must possess reliable internet access and a mobile phone.
Career Growth Opportunities
We offer a flexible remote work environment that encourages professional growth and development, enabling team members to enhance their skills within the financial planning sector.
Company Culture And Values
Our organization embodies a faith-based approach, promoting biblical principles and nurturing a supportive team culture founded on shared values of service excellence and faith. Every team member is valued, and teamwork is prioritized to create a positive work atmosphere.
Networking And Professional Opportunities
Joining our team provides you with unique opportunities for networking, skill enhancement, and collaboration with like-minded professionals who are equally passionate about impactful financial planning.
Compensation And Benefits
- A flexible remote work structure that promotes work-life balance.
- Access to advanced technology resources necessary for efficient service and collaboration.
- A supportive team culture aligned with your personal and professional values.
Employment Type: Full-Time
