• Address: Post Falls, ID 83854 (map)
• Date Posted: 09/22/09
• Job Type: Full-time

This position is within the Financial Planning/Securities - Compliance Industry
Only those that have experience in this industry need to apply.
Essential Job Functions:
Ensure top notch client satisfaction and service at all times.
Greeting clients promptly and professionally in person and via telephone.
Scheduling of the Firms meetings, confirmation of attendees and follow up.
Utilizing CRM software to ensure that the database is current and that all new contacts are entered in a timely basis. Documents are stored in Redtail in a timely manner.
Paperwork and processing. This is done on a strict time line.
Preparing proposals
Making sure that requests for insurance quotes are made on a timely basis.
COMPLIANCE: Ensure that all required logs are maintained and that client files contain all required information
Maintains all required blotters
CLIC is reviewed on a daily basis. Any issues are resolved in a timely manner.
Advertising and sales literature files are maintained
Administrative Support:
Prepares mail, handles overnight or delivery shipments including preparing documents and scheduling pick-ups.
Order supplies as necessary
Ensure E-Money contains all required information and that connections are monitored. Set up of E-Money for clients.
Coordinate seminars and other scheduled marketing efforts.
Newsletter creation and distribution
Other assigned marketing events or mailings are coordinated including the required compliance approvals.
This position is between 30 & 40 hours per week during the OFF Tax Season and is required to work Over Time when it is Tax Season.
Monday - Friday
Occasional Saturday during Tax Season
Hourly Rate Depends on Experience