Careers

Client Services / Administrative Support - Part Time

Westface Financial Services firm specializing in Retirement and College Financial Planning has a part-time (~25 hours per week) position available. This person would support the operations of Westface College Planning and Westface Financial and Insurance Services. The ability to work a consistent schedule is required; 9 AM - 2 PM, Monday-Friday preferred.

Description

Provide excellent service to the advisor team and our clients by supporting the daily functions of the business office in a manner that promotes efficiency, accuracy, and professionalism, maintaining and servicing existing and new client accounts.

Responsibilities and Tasks

• Work with clients on the phone and in-person to address questions and complete their service requests.
• Ensure new account paperwork is complete and accurate before being submitted
• Proactively manage all client service activities to include tracking in the customer relationship management system; monitor and follow-through to completion
• Communicate clearly with clients, advisors, and vendors using e-mail or telephone
• Manage various documents and reports; administer client data filing system(s)
• Other projects and tasks as assigned.

Knowledge and Skills

• Superior communication skills both verbal and written
• Excellent customer service skills
• Must have strong computer skills.
• Expert proficiency in MS Office and Google applications
• Proficient using Salesforce
• Strong organizational skills.

Characteristics and Traits

• Must have great attention to detail
• Personable, with excellent relationship building skills.
• Ability to be self-directed and recognize priorities
• Ability to work well under pressure and meet deadlines
• Flexible with the ability to reprioritize tasks in the moment to meet changing business demands
• Demonstrated ownership and accountability of job responsibilities
• Detail-oriented
• Team player
• Ability to problem solve and identify process improvements

Experience and Qualifications

• Work experience in personal insurance, financial planning or securities required
• Work experience in mortgage, title or related financial services field preferred
• Knowledge of college financial aid process preferred.
• Must be comfortable working alone in a small office environment
• 5 years minimum office work experience

Education

Bachelor Degree or equivalent required

Job Type: Part-time

Job Location:

• Vancouver, WA

Required education:

• Bachelor's

Required experience:

• Personal Financial Services: 2 years
• Insurance Agency: 2 years