Salary:  $55k to $65k

What is your perfect fit?

• Are you looking to learn and grow your career within the wealth management industry?
• Do you have a high attention to detail?
• Do you enjoy working in a fast-paced environment?

If this describes you, then we need to talk.

What your future day will look like:

• Maintain financial advisor's calendar and schedule follow-up appointments
• Contact clients to set up follow-up meetings with advisor
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting

• Handle case notes, process correspondence and maintain client case files
• File new statements, account forms and other insurance/investment-related materials

Benefits Offered:

• Health
• PTO
• Holidays

Type:  Direct Hire

To be a champion in this role, you will need:

• 2 years Financial Service or Insurance industry experience preferred
• Experience in administrative support or customer service
• Ability to maintain confidentiality

We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step. If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for!

Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.

#perfectfit