Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Houston, Texas is looking for a strong, detail orientated New Business Specialist/Admin to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!
Looking for strong candidates with a specialization in asset protection, financial planning and employee benefits exclusively for physicians, their practices.
Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: - Prioritize day to day tasks and issues - Answer phone - Sort and distribute mail - Operate with a proactive approach to advisors & clients - Complete & process new client applications - Maintain database programs - Respond to client inquires as needed - Opening, closing & transferring of accounts - Process transactions - Follow-up on pending business with companies and clients - Assist advisor with pre-appointment preparation - Resolve any issues regarding new accounts - Projects as needed
Minimum Requirements: - Previous experience in processing important paperwork - Previous client interaction in an office environment - Intermediate to advanced computer skills - Insurance & Securities or adequate industry experience - Background and Finger Printing required This position requires that you possess the following skills: - Strong organizational skills and attention to detail - Ability to demonstrate persistence to achieve quality - Excellent communication - both verbal and written - Self-directed initiative - Process driven - Strong follow-through