TalentLink Solutions · 4 hours ago
Document Prep Specialist - Wealth Management
Conroe, TX
Full-time
Onsite
Entry Level
$21/hr - $26/hr
1+ years expTalentLink Solutions is an independent wealth management firm, seeking a Document Prep Specialist to assist in helping clients achieve their financial goals. The role involves supporting the advisory team by preparing meeting materials, maintaining files, and assisting with client coordination, all while ensuring a high level of detail orientation and client service.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Work closely with the advisory team to ensure they are prepared for client meetings and have all materials and documents needed to be successful
Perform support functions for the office, including maintaining paper and electronic files, preparing recurring and ad hoc correspondence, and running reports
Support data entry of client information into any necessary platforms
Provide support to clients with basic scheduling needs and coordination
Assist other team members as needed with: Greeting clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office, response to incoming calls, back-office support demands for basic client account requests, facilitating client instructions, including forms and follow up, handling scheduling and confirming appointments
Maintain accurate client information in CRM; develop and maintain written documentation (systems) of all activities
Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and the firm at all times
Perform clerical duties such as scanning, e-filing, coordinating with outside vendors, and sorting and distributing mail
Perform other duties as assigned
Qualification
Required
High School Diploma or GED required
1+ years of experience in an office environment performing similar work required
Excellent attitude and extraordinary detail orientation skills
Excellent organizational and time management skills and ability to multi-task
Professional demeanor
Advanced level computer skills with the ability to type 50 wpm required
Attendance is an essential function
Preferred
Bachelor's degree
Benefits
Medical
Dental
Vision
Paid Time Off
Holiday Pay
401K with a match
Short-term and Long-term disability
Some additional non-traditional creative benefits
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
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