Practice Management & Client Support
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Job Location:
Woodbury, NY - USA
Hourly Salary:
$ 20 - 25
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Overview
Were seeking a motivated and detail-oriented team member to primarily support Jordana with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal for someone who is eager to learn grow and build a career in financial services.
Key Responsibilities
Assist with client paperwork and service-related tasks
Manage and update our CRM system to ensure accurate records
Launch and coordinate social media campaigns
Oversee compliance filings particularly for events
Confirm client meetings and assist with follow-up communication
Contact clients to collect outstanding documents or information
Enter data into eMoney and other financial platforms
Provide support for day-to-day operational and administrative needs
What Were Looking For
Professional clear and confident in client interactions
Highly organized with strong attention to detail
Comfortable taking initiative and ownership of assigned tasks
Interested in developing skills and advancing within the financial services industry
Position Details
Start Date: January
Hours: 30 hours per week to start
Compensation: $20$25 per hour (W-2) with opportunities for performance-based bonuses
Growth: Willingness to obtain required licensing within the first two years of employment
Key Skills
- Practice Management
- Veterinary Experience
- Enterprise Architecture
- Office Manager Experience
- Enterprise Software
- Healthcare Management
- IaaS
- TOGAF
- Medical office experience
- Conflict Management
- COBIT
- Customer relationship management
