Part-Time Client Services Assistant
Paradigm Financial Group in Pottstown, PA is seeking a qualified Client Services Assistant to manage client interaction, scheduling, processes and handle duties for Management. We are looking for an individual who is efficient and comfortable being a part of a team. Being able to multi-task, while maintaining complex schedules and managing administrative duties is essential to the position. A viable candidate for this position is resourceful, a good problem solver and meticulously organized. Assuring a steady completion of workload in a timely manner is key to success at this position. Excellent communication skills via phone, email and face-to-face interaction with client required. Strong writing must be demonstrated.
Qualification and Skills
About Our Company
Paradigm Financial Group is comprised of 16 specialists with over 130 years of experience. We offer comprehensive financial planning, college assistance, retirement and longstanding financial strategies. We have an unparalleled client support team who are dedicated to guiding our clients through the financial process. We offer comprehensive services and our #1 priority is our clients.
Our mission is to create flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement and avoid unnecessary risk.