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Team Collaboration
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Adaptability
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Digital Tool Utilization
Analytical Thinking
Attention to Detail
Conversational Skills
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.

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Ability to create and maintain a customer focused culture
Able to work a flexible schedule of nights, days, weekends and holidays
Previous management proficiency in high volume retail with P&L accountability
Minimum 2-3 years of management experience in the retail, restaurant, grocery or other service industry with responsibility for financial results
Must exemplify integrity and accountability at the managerial level

TaskRabbit

Granbury, TX 76049

Comfortable using common hand and power tools (e.g., drill, level, screwdriver, anchors)
Have the ability to transport yourself to and from jobs
Agree to the Taskrabbit Global Terms of Service
Must undergo a background check
Must be 18 years or older