Resolute Wealth Advisors (resoluteadvisor.com) in Findlay, OH is seeking a full time Client Service Coordinator for their firm.

RESPONSIBILITIES INCLUDE:

• Managing phone calls, scheduling for the team, and following up on client requests.
• Preparing confidential client paperwork, tracking progress and following up on items that are not complete.
• Managing client data in the CRM system.
• Following processes to keep client files consistently organized.
• Documenting client data following processes that are consistent with the firm's compliance policies.
• Working with the client reporting system to create reports as needed, assist with management of the client portal and assist with quarterly fee billing.
• Managing the office supplies needs and keeping visitor and employee areas organized.
• Other Administrative tasks and projects as may be needed

REQUIREMENTS:

• Financial services industry experience is a plus but not required
• You have a high attention to detail
• Prior experience with CRM and data management
• Experience managing multiple software programs
• At least two years of front desk/admin experience in a professional office environment
• Proficient with computers and advanced knowledge of Microsoft Office Suite and the Internet with proficiency in Excel.
• Experience with electronic file management and administrative support services
• Strong interpersonal skills and exceptional organizational skills
• You can multi-task and have a team attitude
• You must be a self-starter, have the ability to multi-task, be highly organized, be a team player, a problem-solver and be empathic to our clients' needs and concerns.
• You must think like a manager and be able to manage yourself and your time efficiently.
• EXCELLENT oral and written communication skills

Salary for this position will be based on general admin experience, industry experience, and qualifications. Benefits include 100% employee health care, 401(k) with 5% company match.