Align Financial Solutions is a dynamic and rapidly growing financial planning company dedicated to empowering women through comprehensive wealth and health advocacy. As a woman-led organization, we are committed to fostering an environment where professional development and growth are prioritized. We specialize in retirement planning, aiming to secure a prosperous future for our clients. Join our passionate team and become part of a mission-driven company that values innovation, inclusivity, and the advancement of women's financial independence. At Align Financial Solutions, your career potential is limitless.
Are you a vibrant, positive individual with a passion for personal growth and client service? Align Financial Solutions is looking for an energetic Office Assistant who thrives on feedback and continuous improvement. In this role, you will support our financial planners by organizing daily tasks, managing calendars, and handling emails with meticulous attention to detail. Excellent communication and interpersonal skills and a proactive attitude are essential as you take on responsibilities that drive company growth and client satisfaction. If you love helping people and are eager to contribute to a dynamic and fast-growing company, we want to hear from you! Join us and be part of a team dedicated to advocating for women's wealth and health.
**Responsibilities**
- Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
- Interact with clients both in person and over the phone
- Prepare and review new account paperwork
- Facilitate and resolve client service requests
- Apply a working knowledge of operations and client-service processes
- Work independently, effectively, and efficiently
- Ensure all paperwork is prepared and provided for client meetings
- Handle confidential and sensitive information responsibly
- Maintain administrative functions of the office such as office supplies and mail
- Perform other duties as assigned
- Develop workflows and processes for efficient task management
- Respond to feedback positively and promptly for constant improvement
- Write follow-up emails to clients and prospects
- Make follow-up calls to prospects
- Develop strong rapport with clients and prospects
- Learn and support the company’s mission within the community
**Required Experience/Skills**
- Detail-oriented and able to work in a fast-paced environment
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Excellent time management skills
- Strong communication skills and a positive attitude
- Proficient with Microsoft Office, especially Excel
- Experience with CRM systems
Job Types: Full-time, Part-time
Pay: $18.00 - $22.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Professional development assistance
Schedule:
Experience:
- Customer service: 1 year (Required)
Ability to Commute:
Ability to Relocate:
- Hoboken, NJ: Relocate before starting work (Required)
Work Location: In person