Job Description
If you care deeply about people, thrive in a collaborative team environment, and bring an entrepreneurial mindset to your work, this is a rare opportunity to join a positive, upbeat office with real room for growth.
This role is back-office support and ideal for someone who enjoys working behind the scenes while still interacting with clients by phone, email, and occasionally in person. The organization values integrity, teamwork, and doing the right thing for clients.
Key Responsibilities
- Update and maintain CRM systems including Salesforce
- Record detailed and accurate notes from client interactions
- Prepare documentation and reports
- Follow up on client transaction requests
- Liaise with the planning team regarding transaction issues
- Request mortgage and banking information from clients and partners
- Analyze client data for accuracy and completeness
- Verify client documentation during tax...