Job description

Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We've been rated one of NJ's best places to work and maintain a superb work culture!

We are seeking an Office Assistant to handle incoming and outbound phone calls and manage client interactions. You will provide for a friendly and positive reception experience and will be various administrative tasks for our growing client base.

Responsibilities

• Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
• Conduct timely follow up with clients and guide them in the transfer and funding process.
• Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
• Answer and direct incoming client inquiries and direct them to the appropriate department.

Requirements

• A can do attitude and a strong interest professional growth.
• Highly organized with the ability to multitask and track multiple workflows simultaneously. Background in customer support, financial / banking services a plus.
• A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
• Bachelors degree in a related field a plus though definitely not a requirement.

Job Type: Full-time

Pay: $42,000.00 - $54,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Work Location: In person

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