Location: Helena, MT
up to ensure client service models are met. The position comes with a full benefits package, and you will enjoy working with a management team that is easy-going and fosters a supportive work atmosphere, where your future career aspirations are valued.
This client-facing role is an excellent opportunity to gain exposure to the financial services industry while contributing to the firms' continued success! Pay Range: $47,840 - $54,080 DOE Responsibilities: Manage and field incoming phone calls, addressing client inquiries and scheduling meetings Assist in managing a significant client portfolio, including paperwork and transaction processing Input and maintain accurate client data using
Microsoft Dynamics 365 CRM Support team in meeting deadlines and staying on track with day-to-day tasks Adapt to changing priorities and market conditions to meet client and business needs Collaborate effectively with financial advisors and associate advisors for smooth operations Ensure compliance with industry regulations and company policies in all activities Engage in professional development, including obtaining necessary industry licenses Participate in community events, enhancing the company's local presence Requirements: Minimum 2 years of office administrative experience Detail-oriented, proactive, and driven with strong multitasking abilities Excellent communication skills,
both written and verbal Strong interpersonal skills Industry experience in financial services is preferred SIE, Series 7, and Series 66 licenses is preferred Bachelor's degree is preferred Benefits: Medical, Dental, and Vision insurance 401k and ESOP contributions Generous sick, vacation, and maternity/paternity leave Paid holidays Professional Development Opportunities Tuition Reimbursement Discounted personal insurance Charitable gift-matching program Supportive work environment If you love working with people and have a passion for finance, apply now!
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HR & Recruiting Jobs focus on attracting, hiring, and maintaining a workforce within an organization. These roles involve a multitude of tasks such as posting job openings, screening candidates, conducting interviews, managing employee relations, and ensuring compliance with labor laws. Key characteristics include strong communication skills, the ability to handle confidential information, and a knack for understanding both organizational needs and employee well-being. HR professionals not only optimize recruitment processes but also play a vital role in shaping company culture and fostering a productive work environment.
HR & Recruiting jobs involve roles related to the management of an organization’s human resources. This encompasses recruiting and hiring new staff, coordinating employee benefits, performance management, training, and ensuring compliance with labor laws. Key features of such jobs include strong interpersonal skills, the ability to handle confidential matters, a strategic approach to workforce planning, and staying abreast of changes in employment legislation. HR professionals shape company culture and are integral in fostering a productive and positive work environment.
HR & Recruiting Jobs focus on attracting, hiring, and maintaining a workforce within an organization. These roles involve a multitude of tasks such as posting job openings, screening candidates, conducting interviews, managing employee relations, and ensuring compliance with labor laws. Key characteristics include strong communication skills, the ability to handle confidential information, and a knack for understanding both organizational needs and employee well-being. HR professionals not only optimize recruitment processes but also play a vital role in shaping company culture and fostering a productive work environment.
HR & Recruiting Jobs refer to the roles within an organization focused on attracting, hiring, and retaining employees. Such positions include HR Managers, Recruiters, Talent Acquisition Specialists, and HR Generalists. These roles typically involve tasks such as developing job descriptions, screening candidates, conducting interviews, onboarding new employees, managing benefits and payroll, as well as handling employee relations and compliance with labor laws. A characteristic feature of these jobs is the combination of interpersonal skills with knowledge of HR processes and labor regulations to enhance the workforce and aid in organizational growth.
