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We are looking for a motivated and detail-oriented individual to join our client in the Farmington, Connecticut area. In this part time role, you will play a critical part in assisting representatives with operational tasks and client-focused initiatives to ensure their success in meeting business objectives. This position requires strong organizational skills, excellent communication abilities, and a commitment to providing high-quality support.
Job Responsibility:
Assist representatives with maintaining compliant client files and ensuring all correspondence is appropriately managed
Coordinate the preparation of sales materials, meeting kits, and pre-sale packages to support client interactions
Support account setup, funds disbursement, and account transfers while ensuring accuracy and compliance
Collaborate with teams
Manage communications and ensure timely
Participate in team meetings to share insights and improve office-wide processes
Requirements:
Strong organizational skills
Excellent communication abilities
Strong analytical and problem-solving skills with the ability to assess financial situations and portfolios
Excellent written and verbal communication skills
High attention to detail and accuracy, especially in fast-paced environments
Proficiency in managing operational tasks
Ability to work independently while contributing to team goals