Benefits:
401(k)
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Description:
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
Qualifications:
Organized, detail oriented and ability to multi-task
Strong verbal and written communication skills
Diligent follow up skills
Proficient with Microsoft Office
Professional and exemplifies all brand attributes of Gryphon Financial Partners
Job Accountabilities:
· Onboarding New Clients
· Client Service and Maintenance
· Client Relationship Building
· Investment Document Execution
· Family Office Services Assistance