2mo
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Manager-Client Services (HYBRID)
Springfield, Missouri, United States
HybridFull Time
7+ YOEBachelor's degree in healthcare or business administration; 7-10 years sales/BD experience; strong data analysis; CRM usage; strong communication; hybrid in Springfield, MO.
CRM, PRM
1mo
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Branch Office Administrator - Springfield, MO
Springfield, Missouri, United States
OnsiteFull Time
Provide exceptional client service and administrative support to financial advisors; strong analytical thinking, attention to detail, communication, adaptability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office); aptitude for account management.
MoneyGuide, Salesforce, Microsoft Office
4d
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Branch Office Administrator - Springfield, MO
Springfield, Missouri, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver exceptional client service, manage accounts and transactions, support marketing and branch business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Administrative Support Assistant
Springfield, Missouri, United States
$34k/yr OnsiteFull Time
1+ YOEMinimum high school diploma/GED; one year of customer service or business office experience preferred; duties include invoice processing, case file maintenance, client interaction, and assisting vocational rehabilitation counselors.
1w
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Wealth Management Trust Associate
Springfield or Cincinnati or Minneapolis
$26-$32/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent,5+ years client servicing experience,knowledge of trust administration,fiduciary regulations,compliance reporting,strong analytical and communication skills,proficiency with Microsoft Office and EMR-like systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint