Job Description:

Red River Financial is seeking a motivated, organized, and client-focused individual to join our robust Client Service & Operations team. This position will work closely with our Advisors, Operations team, and Client Relations team to provide an exceptional client experience while supporting the day-to-day operations and growth of the firm.

The ideal candidate is a professional, personable, and proactive self-starter who enjoys working with people and thrives in a fast-paced, collaborative environment. This individual will serve as an important first point of contact for clients visiting our office and should take pride in creating a welcoming, polished, and professional experience from the moment a client arrives.

This role provides exposure to a variety of areas within a financial services practice, including client service, front desk operations, advisor support, office operations, marketing, event coordination, financial planning support, and administrative functions.

Responsibilities & Activities:

• Serve as a welcoming and professional first point of contact for clients and guests, including greeting, seating, and assisting clients upon arrival.
• Provide exceptional client service and communicate professionally with clients via phone, email, and in person.
• Support Advisors with calendar management, scheduling, meeting coordination, preparation, and follow-up.
• Assist the Operations team with client service requests, paperwork, applications, account maintenance, and follow-up.
• Maintain accurate and organized client information, records, and documentation within the CRM and filing systems.
• Support marketing initiatives, client communications, social media, and other business development projects.
• Assist with planning and coordinating client appreciation events and office activities.
• Assist Team as needed in preparing financial plans, sales proposals and applications.
• Provide general administrative and office support, including managing correspondence, organizing materials, and maintaining a professional reception and office environment.
• Assist with special projects and other duties as assigned while maintaining confidentiality, accuracy, professionalism, and strong attention to detail.

 

Experience/Requirements:

• Bachelor's degree in Finance, Business, Marketing, Communications, or a related field preferred.
• Experience in financial services, administration, client service, operations, receptionist, or marketing support role is beneficial.
• Experience working with a CRM or contact management system preferred.
• Exceptional interpersonal and customer service skills with a genuine enjoyment of working with people.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities, projects, and deadlines simultaneously.
• Experience with Microsoft Office Suite (i.e. Excel, Outlook, Word).
• Strong organizational skills and attention to detail.

Please apply by emailing your resume and cover letter to ahoppe@financialguide.com.