Job description

Secure Path Advisory Group, a Leavitt Group affiliate, in Columbus, OH is looking for a Financial Support Service Specialist for their Financial Services Department.

This position works closely with a team of Investment Advisors to ensure that day to day operations of the firm run smoothly and efficiently. It requires a large amount of collaboration with advisors in ensuring that the firm’s customers receive a consistent high level of service and support regarding their contract inquiries. This position also requires clear and consistent communications with many people inside the firm as well as with our compliance departments and partner companies. Enjoy a salaried position, with a 7.5 hour work day!

WORKING RELATIONSHIPS

They will work under the leadership of the Financial Services Manager and will work in conjunction with the other members of the support services team and the Investment Advisors.

MINIMUM JOB REQUIREMENTS

• The ability to speak, read and write the English Language
• Must pass all pertinent Criminal, Financial and Sexual Misconduct testing as appropriate
• Ability to work well with others in a collaborative environment
• Effective communication skills for oral and written communication
• Ability to use basic computer software
• Basic working knowledge of Excel
• Must be able to speak clearly and effectively in person and via telephone or digital media
• Commitment to excellence

ADDITIONAL SKILLS PREFERRED

• Familiarity with Microsoft Office- Excel in particular
• General knowledge of Mail Merges and basic marketing practices

DUTIES AND RESPONSIBILITIES

• Process and record new account paperwork
• Facilitate and resolve client service requests and track to completion
• Maintain compliant client files
• Ability to handle multiple changing priorities and deadlines
• Coordinate marketing campaigns with advisors
• Handle incoming mail
• Assist advisors with daily activities, including calendars, correspondence and customer service
• Prepare monthly production reports and client account summaries for annual reviews
• Maintain administrative functions of the office as required and perform other duties as assigned
• Work independently and with confidentiality
• Be a team player

Secure Path Advisory Services, a Leavitt Group affiliate, offers a competitive salary and an attractive benefits package that includes a 401K with company matching.

For immediate consideration, candidates are encouraged to apply!

Job Type: Full-time

Pay: $36,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday
• No nights
• No weekends

Ability to commute/relocate:

• Columbus, OH: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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