📋 Role Overview & Responsibilities
You're the right person if you love...Completing client account documents for Schwab and insurance companiesWorking with vendors until the client accounts are establishedUpdating our CRM (Redtail) as appropriatePreparing reports for client review meetingsPreparing proposals and work with vendors as neededPrioritizing our time and attention so we get work on our best projectsManage special projects (there's always something new!)
You're the HIGH-ACHIEVER We're Looking For If...• You’re unusually organized and super detail-oriented• You’re super-reliable. When you say you’ll do something, you’ll do so without question or follow-up.• You have high EQ and naturally work well with others.• You are resourceful and have a “figure-it-out” mentality.
Are We Right For You?We want your time at Red Mountain Financial to be the best professional experience you ever have:
- Work WHERE You Want: Embrace the flexibility of a 100% remote role. Of course, you’re welcome to work in the Birmingham, AL, office if you’d like.• Work WHEN You Want: Freedom to complete your tasks at any time of day that suits your lifestyle. Let’s work together to find a schedule that fits both of us. We anticipate this being a 20-30 hour per week position.• Compensation: Competitive compensation and opportunity for growth!• Vacation: Paid vacation that only improves over time!• Retirement: Retirement plan with a 3% match• Professional Growth: Want to grow? Mentorship, professional education, licensing, etc. are part of your professional growth.
The full job posting & link to apply (yes, you must apply through our website, not LinkedIn) is here: https://toddtalbot.com/client-operations-specialist/
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