KEY RESPONSIBILITIES
Process and manage daily operational reports with strict deadlines.
Handle confidential and sensitive information with discretion and accuracy.
Provide phone support for clients and financial advisors (approximately half the workday).
Deliver a service-first experience in all client interactions.
Collaborate effectively with team members in both virtual and in-person meetings.
Participate actively in team discussions, training, and feedback sessions.
Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level

Requirements:

• High School Diploma or higher education required
• Strong experience in Microsoft Office Suite
• Phone Support Experience
• Must have experience processing or managing reports