
Join Our Team: Exciting Opportunity for an Operational Specialist at Monarch Wealth Management!
Are you ready to embark on a rewarding journey with a team that values your skills and contributions? Look no further, it's us! Monarch Wealth Management, LLC is on the hunt for a dynamic and detail-oriented Operational Specialist to join our vibrant team in Brighton, NY.
About Us:
At Monarch Wealth Management, we are dedicated to understanding and addressing our clients' financial needs, wants, and long-term goals. We believe in holistic financial planning and guide individuals step-by-step towards achieving their financial dreams. Our approach challenges traditional investment methods, prioritizing client satisfaction through mutual respect, collaboration, and a casual yet professional work environment.
What You'll Do:
As an Operational Specialist, you'll be the backbone of our day-to-day operations, ensuring everything runs smoothly and efficiently. Your responsibilities will include:
Scheduling Review Meetings: Keep our calendar organized and our clients happy.
Calling Various Carriers: Be the friendly voice that connects us with our partners.
Client Servicing: Provide top-notch service to our valued clients.
Setting Up Accounts: Help new clients get started on their financial journey.
Greeting Clients: Be the welcoming face of Monarch Wealth Management.
Sending Out Mailings: Keep our clients informed and engaged.
Overseeing Day-to-Day Operations: Ensure everything is running like a well-oiled machine.
What We're Looking For:
In-Person Position: This role requires your presence in our Brighton, NY office.
Analytical Skills and Operations Management: Your keen eye for detail and organizational prowess will shine here.
Strong Communication Skills: You'll be interacting with clients and team members daily.
Ability to Multitask and Work Effectively in a Team: Juggling multiple tasks is your superpower.
Attention to Detail and Problem-Solving Abilities: You spot issues before they become problems.
Previous Experience in Financial Services: It's a plus, but not a deal-breaker.
Why Join Us?
Innovative Environment: Be part of a team that is dedicated to improving operational efficiency and driving impactful changes.
Growth Opportunities: We invest in our employees' growth, providing opportunities for professional development and career advancement.
Collaborative Culture: Work in a supportive and collaborative environment where your contributions are valued.
Potential for Growth and Bonuses: Your hard work and dedication will be rewarded.
Intangible: We're a fun group. Sure we work hard, but our office culture is second to none.
If you're ready to take on this exciting challenge and contribute to our mission of transforming the way we operate, we want to hear from you!
Apply now and become a part of our innovative team. For more details about the position and to submit your application, visit our LinkedIn job posting.
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