- Work independently and efficiently to meet deadlines
- Team player as well as independent and self-driven
- Self-motivated, detailed, and organized
- High quality communication (verbal and written) skills
- Excellent interpersonal, organizational, presentational, troubleshooting, and multi-tasking skills
- Understanding of hardware and software applications
-Excellent researcher for when an issue cannot be immediately resolved
- Finds and implements a process when there isn't a process to fol
Qualifications:
Administrative and Clerical Proficiency
Accounting and Bookkeeping Experience
- QuickBooks
- Peach Tree
Proficient in Microsoft Office
- Excel
- Word
- Publisher
CSR Software Proficient
- Advisors Assistant
- Microsoft 7
Portfolio and Asset Management
- Portfolio Center
- Principia
- Morning Star
- Laserfiche 6, 7, and 8
- MoneyGuidePro
Proficient in Client Support
Capable of providing resolution for technical issues using electronic mediums such as:
- Chat
- Telephone
- E-mail
Install
Verifications
Accept rate
75%
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