Reporting Coordinator; Local to Memphis, TN
Job in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-09-13
Listing for:
Noblesoft Solutions
Full Time
position Listed on 2026-09-13
Job specializations:
-
Business
Office Administrator/ Coordinator, Financial Advisor / Consultant
Job Description & How to Apply Below
- Process and manage daily operational reports with strict deadlines.
- Handle confidential and sensitive information with discretion and accuracy.
- Provide phone support for clients and financial advisors (approximately half the workday).
- Deliver a service-first experience in all client interactions.
- Collaborate effectively with team members in both virtual and in-person meetings.
- Participate actively in team discussions, training, and feedback sessions.
- Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Qualifications:
- Proven experience in a client service or operations support role.
- Strong proficiency in Microsoft Office, especially Excel and Outlook.
- Excellent verbal and written communication skills.
- Ability to make quick, informed decisions under pressure.
- Professional, pleasant demeanor with a focus on client satisfaction.
- Comfortable working with high-net-worth individuals and financial professionals.
- Ability to maintain confidentiality and handle sensitive data responsibly.
- Willingness to fully engage in team meetings, both virtual and in-person.
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