The Guardian Group is a close-knit team of 9 professionals who provide financial investment advice and other services. Our team takes pride in offering superior customer service. We are currently looking for an energetic, hardworking, and compassionate individual to join our team. The ideal candidate should be able to project a positive, warm, and professional image in person and on the phone, have excellent verbal and organizational skills, be able to multitask successfully and demonstrate initiative and the ability to anticipate the needs of others.This position involves being the first point of contact for clients and includes tasks such as scheduling appointments, welcoming clients, organizing files, handling paperwork, and resolving issues. As skills and experience develop, responsibilities will expand. Please note that this position is not remote.
How you will make a difference:
Part-Time 25-30 hours per week
Telephone Calls & Scheduling: o Serves as the primary individual responsible for answering telephone calls for the practice & making outbound calls to confirm appointments. Responsible for scheduling & calendar management for 6 + professionals in the Denver office, as well as sending professional confirmation emails and other written communication.
Database Management: o Maintain customer database which includes data entry, scanning files, along with oversight of sensitive files and logs. Prepare confidential correspondence as well as help oversee compliant management of sensitive documents and information. Research and extract data from various resources and systems when needed.
Paperwork Processing: o Will work closely with the team to assist in paperwork processing, along with communicating and obtaining outstanding requirements from the team and our clients.
Other: o This position will require assistance with other projects including preparation for client meetings, running reports to support team members when needed.
Qualifications:
Minimum high school diploma
2+ years - Customer service experience strongly preferred
Proficient in Word, Excel, and Outlook, and the ability to learn new systems
Excellent and consistent written and verbal skills
Self-motivated and takes responsibility
Outstanding phone etiquette to build rapport with and engage clients and outside business relationships
Ability to handle detailed work with a high degree of accuracy
Willingness to learn industry-specific terminology
Emotional maturity to maintain professionalism
Ability to multi-task and work on several platforms at once
Ability to work independently, but also as a collaborative team member
We offer a small group environment of supportive individuals who motivate and encourage each other. When The Guardian Group and our clients are successful, we are all successful.
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