- Communication: Interact with clients via calls and emails, demonstrating excellent writing and verbal skills
- Account Paperwork: Manage new account setups, asset transfers, and ongoing client documentation
- Client Meeting Preparation: Prepare meeting agendas, portfolio reports, and coordinate logistics
- Transcription: Summarize meeting notes and action items for clients and internal use
- Passion: Exhibit enthusiasm for personal financial planning
- Tax Season Prep: Support tax preparation activities
- Skills: Showcase strong communication, client focus, initiative, work ethic, and relationship-building abilities
- System Knowledge: Proficiency in Microsoft Office Suite
- Organization: Maintain accurate records, manage schedules, and assist with task prioritization
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Financial Services Office Administrator - Tucson, United States - Capstone Capital Management, Busby Sanford Brady
Description
Financial Services Office Administrator Position
Are you ready to join a dynamic team in the financial services industry? We are looking for a dedicated Financial Services Office Administrator to be the welcoming face of our firm to clients. This role involves handling client inquiries, processing transactions, and organizing outreach activities. As a key player in our team, you will build and maintain relationships with various stakeholders, including suppliers, partners, and our broker/dealer, Avantax. Emphasizing teamwork, collaboration, and accountability, we strive to create a supportive and fulfilling work environment.
Key Responsibilities include:
About Us
Join the legacy of Busby Sanford Brady, a firm with a rich history in CPA tax services. For nearly three decades, we have been delivering excellence in tax assistance. Our focus expanded in 1999 when Craig Sanford introduced our financial planning services, emphasizing tax-efficient investing strategies. Today, David Erskine leads our financial planning division, driving our commitment to client financial well-being.