SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
We are looking for a self-motivated and organized Financial Services Administrative Assistant to support a successful Financial Planning practice. This role will collaborate with local and corporate partners to provide a high level of service to our valued clients. This position is ideal for a well-organized person who enjoys multi-tasking in a fast-paced environment. The successful candidate is nimble with technology, has an aptitude for learning and wants to be part of growing into a role. This position is a good balance between team and independent, project-based work. If you are a process driven creative problem solver this role is for you.
In return the right candidate will have flexible hours and a schedule to align with their commitments, if you are looking to return to work or start a career, please contact us. We are a well-established business who proudly services small business owners and multi-generational families in achieving their financial goals, our clients are at the heart of what we do.
In this diverse role, the Financial Services Administrative Assistant will:
· Gain an understanding of all business guidelines and processes across each of the product lines
· Work closely with advisor to understand each facet of the business and drive efficiencies to support the practice
· Maintain a comprehensive knowledge of all products and services offered.
· Manage Salesforce, our client CRM system
· Provide a high level of customer service to existing client base
Qualifications:
Successful candidates will have the following:
· Strong customer service, organizational and critical thinking skills required.
· A strong sense of urgency and responsiveness to customer
· Strong phone, communication and relationship building skills are critical
· Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and ability to work under pressure
· Aptitude for learning
Preferred Qualifications:
· Ideally 2 years related experience work experience (financial services or sales support experience strongly desired).
· Experience with Salesforce and/or other CRM platforms is highly preferred
Job Type: Part-Time – 20-30 hours per week
Starting Pay: $18 - $20 per hour with anticipated growth up to $30 per hour by the end of the first year.
Job Type: Part-time
Pay: $18.00 - $20.00 per hour
Expected hours: 20 – 30 per week
Benefits:
Schedule:
Work Location: In person
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