Operations Associate - Montvale, United States - Madison Trust Company
Description
Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.
We've been rated one of NJ's best places to work and maintain a superb work cultureWe are seeking an Office Assistant to handle incoming and outbound phone calls and manage client interactions.
You will provide for a friendly and positive reception experience and will be various administrative tasks for our growing client base.
Responsibilities
- Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
- Conduct timely follow up with clients and guide them in the transfer and funding process.
- Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
- Answer and direct incoming client inquiries and direct them to the appropriate department.
Requirements:
- A can do attitude and a strong interest professional growth.
- Highly organized with the ability to multitask and track multiple workflows simultaneously. Background in customer support, financial / banking services a plus.
- A professional and pleasant demeanor, both in person and on the phone and a client centric mindset
- Bachelors degree in a related field a plus though definitely not a requirement.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Pay:
$42, $54,000.00 per year
Benefits:
- 401(k)
- 401(k)
- Flexible spending account
- Health insurance
- Paid time off
Weekly schedule:
- Monday to Friday
Work setting:
- Inperson
Work Location:
In person
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