Service and Operations Specialist (Admin Assistant)

$37,500 - $48,000/Yr

Togethr Consulting - Louisville, KY

Full-time - Entry Level

Onsite - Louisville, KY

About the position

The Service and Operations Specialist position at RetireOne is an entry-level role focused on providing exceptional service to investment advisors within the financial services sector. This position is integral to the Services and Operations Department, supporting partner advisory firms by ensuring accurate and timely communication and service delivery. The role requires strong organizational skills, attention to detail, and a commitment to reliability, making it an excellent opportunity for individuals looking to start their careers in financial services.

Responsibilities

• Serve as primary point of contact providing superior service to investment advisors
• Track the pipeline of service requests and provide proactive updates to investment advisors throughout the process
• Collaborate with other team members to deliver timely and accurate information in response to inquiries and/or service issues
• Research and respond to client issues related to applications, forms, and various other areas of product knowledge and support
• Review information for accuracy and completeness according to company standards and work with financial advisors to resolve open information requests

Requirements

• Background in customer service with at least one year of experience
• Extreme attention to detail to identify errors
• Strong organizational skills to manage filing and sorting
• Reliability in attendance and punctuality