Part-Time Client Services Assistant
Overview
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.
Job Summary
- Location:
- Job Type :
- Hours:
- Pottstown, PA
- Employee, Part-Time
- Up to 20 hrs/week
Responsibilities
- Face-to-face client interaction
- Access to cloud-based systems: Box, InfusionSoft, Outlook Webmail
- Supporting client meetings/follow-up calls
- Qualifying leads for events held in office and off-site
- Assist on and off-site at scheduled events
- Handling of payments for services
- Copying/scanning/filing of secure and time-sensitive documents
- Basic office duties (cleaning, organizing conference rooms, supplies, etc.)
- Provide support to other staff members, including back-up for Client Services Coordinator
Qualification and Skills
- Proficient in Microsoft Office with expertise in Outlook, Word, Excel, PowerPoint
- Exceptional organizational skills, including ability to track a variety of information
- Ability to analyze and revise operating practices to improve efficiency
- Detail oriented and comfortable in fast paced environment
- Exceptional communication and time management skills
- Superior organization skills and dedication to completing projects in timely manner
Other Details
- Gain valuable experience
- Growth potential/opportunity for advancement
- Performance-based compensation increases
- Access to college and tax planners
- 2 to 3 afternoons/evenings per week
-
2/3:00 pm to 7:30 pm or when last client leaves (6 pm on Fridays)
May be required to stay later if appointments are scheduled. - Some Saturdays may be required when appointmens are scheduled
- Assisting with local events requires later hours (9/10:00 pm) during workshop season (April – Nov.)
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
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.