Employment Opportunities
Current Employment Openings
Customer Service Representative / Administrative Assistant
Description: Assist Financial Advisor in serving clients by creating applications and forms paperwork and account maintenance. Perform routine clerical and administrative functions such as scheduling appointments, organizing and maintaining paper and electronic files, and providing information to callers. Greeting clients, office management, and calling existing clients on an ongoing basis. Must be willing to work independently in a small office setting. Prior investment or insurance clerical experience is a plus and will be compensated accordingly.
- Answer incoming phone calls with excellent customer service
- Welcome visitors in a friendly and positive manner
- Data entry into company programs
- Scan and file electronic paperwork
- Assist with office tasks and projects as assigned
- Provide excellent internal and external customer service
Qualifications
- Excellent communication skills
- Proficiency in MS Office
- Accurate data entry/keyboarding skills
- Must be bondable
Retirement plan, paid vacation days, and Holiday pay are a few of the benefits available. Accuracy and attention to detail are important for this team member.
Job Type: Full Time
We offer a friendly work atmosphere with competitive compensations
- Retirement plan
- Paid Holidays
- Vacation
Send cover letter and resume to: mary@financialsolutionsandinvestments.com or mail to Financial Solutions and Investments LLC. 1608 E. Hoffer Street, Kokomo, IN 46902.
Director of Client Services: Your Gateway to a Lucrative Financial Career
Are you a problem-solver with a passion for helping others? Join our energetic team as Director of Client Services and set yourself on a path to financial success!
Job Summary:
As Director of Client Services, you'll be the cornerstone of our client relationships, leveraging cutting-edge technology to provide exceptional support. This role is perfect for quick learners who thrive on innovation and excel at creating efficient processes.
Key Responsibilities:
- Deliver top-notch, friendly client support across multiple technology platforms
- Master new software and tech tools to stay ahead of industry trends
- Spearhead process improvements and innovative client service initiatives
- Maintain meticulous records with razor-sharp accuracy
- Manage and prioritize tasks with precision and efficiency
What We're Looking For:
- Associate's degree or higher
- Stellar data entry and organizational skills
- Tech-savvy mindset with a hunger for learning
- Outstanding communication and customer service abilities
- Proven track record of accuracy and attention to detail
- Unwavering commitment to dependability and excellent attendance
Why Join Us?
- Clear path to becoming a Financial Advisor with six-figure earning potential
- Comprehensive training and development programs
- Generous retirement plan and paid time off
- Supportive team environment that fosters growth
Your Future in Finance Starts Here
This role is your launchpad into the lucrative world of Financial Advisors. Ambitious, hardworking individuals will find ample opportunities to climb the ranks and potentially earn a six-figure income as a Financial Advisor.
Ready to Transform Your Career?
If you're dependable, tech-savvy, and eager to make your mark in the financial services industry, we want to hear from you! Apply now and take the first step towards a rewarding career with unlimited potential. Don't miss this chance to join a company that values your skills and invests in your future. Your path to financial success begins with us – seize it today!