Join the Westface College Planning Team
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.
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
- 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
Bachelor Degree or equivalent required
Job Type: Part-time
- Vancouver, WA
- Personal Financial Services: 2 years
- Insurance Agency: 2 years
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