GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES: The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects, clients and team members. Position requires intern to perform general administrative services such as completion of new business applications, updating CRM, outgoing mailings, and welcoming clients to the office.
Job Duties
- Assist Director of CS to complete and process new business applications.
- Update database to reflect account status.
- Record notes from every client conversation in the database
- Assist Director of CS to complete and process all client service work.
- Maintain an organized, compliant and efficient system.
- Assist with copying or scanning as requested by the team.
- Pull appropriate client files when requested by the team.
- Assist our transfer and service specialist with fax confirmations & follow-up phone calls to appropriate companies/clients as needed.
- Mail all outgoing correspondence.
- Run office errands as necessary.
- Scan all new policies that come in and save to CRM.
Knowledge, Skills & Abilities
- Proficient phone skills
- Command of the English language and grammar
- Experience working in a fast-paced environment
- Ability to prioritize and work with a team
- Attention to detail
- Consistent follow-through and taking projects as far as you can
- Hard working and dedicated to the team
- Problem solver
- Working knowledge of computers and software
- Ability to multi-task
Personal Skills
- Strong work ethic
- Flexible
- Self-Starter
- High level of interpersonal skills
- Customer service oriented
- Desire to work with a team
For more information, please contact McKenzy Hardy, Client Services Coordinator R.D. Smothers Wealth Management
112 E. Main Street Suite 200 Campbellsville, KY. 42718 P: (270)600-7526 Fax: (270)600-7526 email: McKenzy@rdswealth.com
Website: https://rdsmotherswealth.com/