Ticket Gatekeeper – Operations Assistant
Summary:
Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is passionate about the RIA industry and possesses strong technical skills, including proficiency in Salesforce. If you have hands-on experience in the financial services sector, exceptional written communication and organizational abilities, and enjoy working in a fast-paced environment, we encourage you to apply.
Responsibilities:
–Efficiently manage the influx of CRM cases, assigning them to the appropriate departments and ensuring timely resolution of
client requests.
–Enter and maintain CRM data, ensuring the accuracy and completeness of client records, including up-to-date contact
information.
–Handle incoming calls, assist clients with time-sensitive tasks, and facilitate online access for clients.
–Provide crucial support to advisors and back-office personnel, enabling them to streamline their workflows.
–Assisting in maintaining the overall organization of the office, including electronic filing of client documents and assisting with
special projects.
Qualifications:
–Previous experience/knowledge in the Financial Services industry is preferred.
–Proficiency in Salesforce, DocuSign, Microsoft Word, Microsoft Excel, and Microsoft Outlook.
–Strong attention to detail, excellent written and verbal communication skills, effective time management, and a track record of
task completion.
–Ability to work independently in a virtual role while also being a valuable team player.
–If you’re excited about the RIA industry, possess the technical skills we’re looking for, and thrive in a collaborative, fast-paced
environment, we’d love to hear from you. Join us in shaping the future of financial services!
**3 Prerequisites for Applying for This Position:**
1) 20 Apply Points minimum
2) ID Proof of 99%
3) Must complete Attention to Detail, Work Styles DISCovered, and Cognitive Ability assessments, achieving a 70% or better in each section: /before-to-do/dkDAC1GHA7g3bAqnfdIw8KeuMhevrpCiGwd0wcmy5g7KfmKqz9
**If you meet the above 3 requirements, you have an extremely high likelihood of being offered the position.**
RVW Wealth:
APPLY FOR THIS JOB:
Company: Oliver Properties
Name: Morgan Vickers
Email: