Remote Efficiency Operations Specialist - Prudent Wealth

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Requirements:

• 2-5 years of office experience, preferably in the financial services industry.
• Incredible attention to detail and commitment to follow-up.
• Strong interpersonal communication skills.
• Proficient with technology including MacBook Pro, Microsoft Office 365, and Zoom.
• Familiarity with Wealthbox, Dropbox, Egnyte, Holistiplan, Canva, and social media marketing.
• Excellent written and verbal communication skills and ability to work independently.

Responsibilities:

• Serve as the first point of contact for client service inquiries and escalate issues as needed.
• Enhance client relationships through management of client touches.
• Assist and train clients on technology tools, schedule meetings, and manage the advisor's calendar.
• Maintain client files and process paperwork efficiently.
• Prepare materials for client meetings and handle logistics to ensure a seamless experience.
• Update operational processes and assist in special projects for business growth.