Overview:
We are seeking a dedicated Business Support professional to join our growing financial consulting team.
Duties:
-Utilize a variety of digital platforms and documents for account opening and maintenance.
-Complete multi-phase tasks
-Monitor ongoing projects, following up with key roles and steps until task is complete
- Ongoing communication with internal team and clients
Skills:
- Independent problem solver; willing to use resources provided to find solutions
- Strong communication skills for effective status updates and interactions with team and clients
- Adaptable; processes may change and it will be your responsibility to adopt- Strong organization skills are required to see multiple multi-phase projects to completion
- Attention to detail; it will be your responsibility to input correct personal details of our clients
- A desire to help; our team is dedicated to making steps as easy as possible for our clients.
- Basic usage of computer navigation skills. The position will require you to be in and out of several platforms, working on multiple screens, and navigating place-to-place with ease after the initial training
This position offers the opportunity to work with a fun motivated team where your skills will be valued and your contributions will make a significant impact for our clients. With a flexible schedule, you can split your time between working remotely and being in the office with the team. Please expect increased in-office availability during initial training.
Job Type: Part-time
Pay: From $20.00 per hour
Ability to Commute:
- Scottsdale, AZ 85251 (Required)
Work Location: Hybrid remote in Scottsdale, AZ 85251