Job Description

DESCRIPTION

A CSS warmly serves clients and other team members and helps deliver outstanding client service.  A CSS performs a variety of administrative and technical duties, works to meet the unique needs of our clients, and supports other members of our team.

CONTACT INFORMATION:       Mr. Loran Filson ;  loran@facweallth.com;  www.facwealth.com

RESPONSIBILITIES

•   Understand and represent the purpose and values of Financial Advisory Corporation.
•   In concert with other team members, deliver outstanding client service that results in a memorable client experience.
•   Offer proactive assistance to Wealth Advisors with matters related to client meeting preparation, follow up, scheduling, correspondence, service, etc.
•   Prepare, deliver, and process documents to open, transfer, close, or update client accounts.
•   Prepare and process check requests, journals, wires, and other money movement tasks. Verify that all requests are accurately completed.
•   Interact with various companies and financial professionals regarding client needs.
•   Welcome and warmly respond to client requests regarding their accounts and related correspondence.
•   Follow established processes with various software applications related to client information, workflow, and document management.
•   Participate in different projects and a variety of other assignments as requested.

           KEY SKILLS

•   Ability to work in a team environment, comfortable serving in a support role, enjoy serving.
•   Embrace and enjoy working in an administrative role.
•   Accurate and detailed oriented; technical aptitude.
•   Comfortable working with technology and various information systems.
•   Competent in various software applications – Excel, Word, Outlook, etc.
•   Able to become proficient in other software applications we use – Worldox, Junxure, and Tamarac.
•   Maintaining confidentiality and attention to detail is imperative.

           PREFERRED ABILITIES AND EXPERIENCE                              

•   Service oriented
•   Ability and desire to work in a team environment, comfortable serving in a support role
•   Enjoys interacting with others and building relationships with clients
•   Excellent interpersonal communication skills
•   Attention to detail and accuracy is a must
•   Working proficiency in Windows, Word, & Excel
•   Related business experience in at least one of the following areas preferred: investments, financial planning, accounting, bookkeeping, legal, financial, insurance, banking, administration, or trust services