Wealth Strategies, Inc · 2 days ago
Enhanced Support Specialist
Muncie, IN
Full-time
Onsite
New Grad, Entry LevelWealth Strategies, Inc. helps clients achieve financial confidence through personalized planning and exceptional service. They are seeking a detail-oriented, tech-savvy Enhanced Support Specialist to support advisors and clients with account management, reporting, and communications.
Financial ServicesInsuranceRetirement
Hiring Manager
Courtney Hill
Responsibilities
Assist with account openings, transfers, and maintenance
Prepare reports and materials for client meetings
Manage CRM data and client communications
Support compliance, social media, and community initiatives
Qualification
Required
Detail-oriented
Tech-savvy
Organized
Proactive
Professional
Clear communicator
Enjoy helping people
Willing to learn and grow in a collaborative team
Company
Wealth Strategies, Inc
Wealth Strategies, Inc. is a financial services firm whose professionals provide comprehensive financial, estate and investment planning.
Founded in 1999
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase