Job description

Answer, screen, and route phone calls, assisting directly or taking messages as appropriate

• Process various client service items, including new accounts, withdrawals, beneficiary changes, etc.

• Prepare, organize, coordinate, and maintain all client paperwork

• Organize time: schedule appointments, maintain calendar, coordinate internally and externally, as needed

• Follow up with clients verbally and in writing to obtain required information

• Maintain client records in database, including documentation of phone calls and conversations

• Generate various daily, weekly, monthly and annual reports

• Update website & social media data; additional marketing support as needed

• Communicate confidential client information professionally and discreetly

• Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client

• Communicate with the advisory firm and product firm contacts

• Maintain records, logs, and blotters

• Perform various miscellaneous tasks as assigned

• Assist with Financial Advisors in preparation of client meetings- prepare documents, notes, reports, and presentation materials as requested

Job Type: Full-time

Pay: $36,403.80 - $43,841.14 per year

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Tampa, FL 33613: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Powerpoint (Preferred)
• Microsoft Excel (Preferred)

Work Location: In person

caravetterealestate.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caravetterealestate.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, caravetterealestate.com is the ideal place to find your next job.