We are a small team committed to pursuing our purpose statement, "We are faithful stewards who educate and inspire retiree's to take action so as to achieve clarity, confidence and freedom. \\- Answer and route phone calls and email \\- Making follow-up calls/points of contact \\- Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities. \\- Documents client and team communication in support of service improvement efforts within the business. \\- Detail-oriented -- would rather focus on the details of work than the bigger picture \\- Self-starter who does not need to be micromanaged/ability to work independently but can follow established procedures \\- Must be interested in working with clients who are in 50+ age group, and focused on retirement planning phase \\- Able to uphold the firm’s purpose, vision, and values high ethical standards \\- Excellent communications skills; both verbal and written \\- Favors direct communication & possesses an ability to receive and provide constructive feedback \\- Collaborative and able to work effectively with others \\- Flexible team player who is highly adaptable to change and open to new ideas \\- Strong organizational, prioritization, interpersonal & management skills \\- Is willing to be a jack-of-all-trades. No visible tattoos.
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