The Conner Group is a Financial Planning and Wealth Management firm with a commitment to delivering comprehensive services to our clients, with high accuracy, quality, confidentiality, and security.
Currently, the firm consists of a dedicated and professional team of Financial Advisors and Support Staff.
Key Duties & Responsibilities:
* Manage Advisor Calendar.
* Schedule and confirm appointments with clients.
* Prepare advisor for client appointments, including putting together client paperwork and marketing materials.
* Field telephone calls and greet clients.
* Maintain CRM database, keeping it current for sorting, searching, reporting, fee tracking, and new business opportunities.
* Complete administrative paperwork and track workflow.
* Liaison with service center on all service/account issues.
* Office organization, including scanning and filing of office documents.
* Client correspondence (i.
e.
, birthday cards, holiday cards, client mass e-mails, quarterly/semi-annual/annual mailings).
* Coordinate with the general office for advisor licensing and continuing education requirements.
* Data entry & Social Media management.
* Make travel arrangements.
Skills & Qualifications:
* Dedicated commitment to providing superior customer service with a focus on quality.
* Ability to multi-task.
Positive attitude and willingness to learn and grow.
* Superior attention to detail, with strong organization skills and ability to respond to a quick-paced environment.
* Excellent PC skills (Microsoft Office & Outlook) and ability to learn internal systems.
* Ability to build rapport over the phone with a wide range of clients.
* Ability to communicate effectively with internal/external resources.
* Willing to acquire Life, Health, & Annuities licenses.
* Proficiency with financial planning software and understanding of key financial products are desired, but not required.
For consideration, please submit resumes via email to jbconner@theconnergroup.
net
Upon submission of your resume, a Conner Group associate will contact you to schedule an initial interview.
Job Type: Full-time
Pay: $40,000.
00 - $48,412.
64 per year
Benefits:
* 401(k)
* 401(k) matching
* Life insurance
* Paid time off
* Relocation assistance
Schedule:
* 8 hour shift
* Monday to Friday
Ability to Relocate:
* Vinton, VA 24179: Relocate before starting work (Required)
Work Location: In person
Whatsapp
