Document Prep Specialist

Conroe, TX - USA

Hourly Salary: $ 21 - 26

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

We are an independent wealth management firm seeking a Document Prep Specialist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! Though you arent the primary point of connection for our clients its important that you naturally bring warmth positivity and a genuine desire to take care of others. We are 100% focused on the client experience and always strive to make a lasting positive impact. We have three offices across Texas and while this role will be based in our Conroe office our team works closely together to support our clients and each other every step of the way. The successful candidate will be excited about our industry eager to further their career and always ready to help wherever needed.

Being the primary team member within our office that supports our advisory team preparing for meetings you will play an important role in our overall service delivery to clients to further enhance the strong relationships weve built. We have more than 500 clients that we meet with on a regular basis. You will maintain a routine and schedule to deliver the meeting packet details well in advance so our advisory team is fully prepared. Our industry requires detail orientation in all capacities but that is the key trait for this role in particular. You are the type of person that loves being in documents and on a computer most of your day ensuring that all the Ts are crossed and the Is are dotted. You are proactive naturally curious and take pride in your work. You also recognize that this is a small team and are willing to help in other operational areas of the business as needed.

Responsibilities & Activities

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

Knowledge Skills & Abilities

High School Diploma or GED required; Bachelors degree preferred
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

We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical Dental Vision Paid Time Off Holiday Pay 401K with a match Short-term and Long-term disability and some additional non-traditional creative benefits. Our office mascot is Oakley a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.

Required Experience:

Responsibilities & Activities

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