CoSource Financial Group LLC · 11 hours ago
Customer Service Representative
New Iberia, LA
Full-time
Onsite
Mid Level
$45K/yr - $53K/yr
3+ years expCoSource Financial Group LLC is seeking an organized and detail-oriented Administrative Assistant/Client Administrator for their New Iberia office. This role involves managing client scheduling and communications while ensuring smooth office operations.
FinanceFinancial ServicesRetirement
Hiring Manager
Beau Beaullieu, MBA, AIF, C(k)P
Responsibilities
Master the Calendar: Act as the primary point of contact for all client scheduling, ensuring the Lead Advisors' calendars are optimized and balanced
Proactive Outreach: Coordinate and confirm monthly, quarterly, semi-annual, and annual client review meetings
Client Onboarding Support: Assist in gathering initial documentation for new clients and ensuring a seamless transition into the firm’s ecosystem
Client Correspondence – Draft correspondences and other formal documents, answering client calls and working with our clients and vendors in professional manner
Review Kits: Assemble and organize comprehensive 'Client Review Packages' including performance reports, account statements, and updated financial plans
Data Integrity: Ensure all client information in our CRM (Redtail) is accurate and up to date prior to meetings
Action Item Tracking: Post-meeting, record notes and track follow-up tasks to ensure every client promise is kept
Front-of-House Excellence: Greet clients upon arrival, manage incoming calls, and maintain a pristine, professional office environment
Compliance Support: Assist in maintaining organized digital and physical files in accordance with industry regulations
Qualification
Required
3+ years in an administrative role, preferably within financial services, insurance, or legal sectors
Proficiency in Microsoft Office 365 (especially Outlook and Excel) and experience with CRM software
Exceptional verbal and written communication skills; you should be able to draft a professional email that feels warm and personal
An intuitive ability to anticipate needs—whether it's spotting a scheduling conflict before it happens or realizing a client's favorite coffee order
The ability to perform regularly scheduled duties and not be shaken when a client request comes in and takes you off task
Benefits
401(k)with 6% Safe Harbor Match
Health insurance
Paid time off
Parental leave
Professional development assistance
Company
CoSource Financial Group LLC
CoSource Financial Group has over 20 years of experience working with employer sponsored retirement plans.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase