Here at Smart Money Management we are always looking for people who are dedicated to helping others with their personal financial journeys. If you are interested in learning more about our company and how you can grow in this competitive industry please send us your resume.
Personal CFO (Chief Financial Officer)
Primary responsibilities include representing Smart Money Management in various business communities and bringing in new business to the company. Duties include understanding and communicating company products and services to potential clients, providing SMM solutions to consumers, developing new and maintaining existing client relationships along with working with Account Mangers. An excellent candidate has a background in personal finance, accounting or the banking industry. This person is organized, has knowledge of computers and applications, has written and verbal communication skills and is able to create and implement proposals. He or She is self motivated, has the ability to lead a team and understands the importance of putting what is best for the client above all else.
Primary responsibilities include service accuracy and control and maintaining client relationships. Duties include client bookkeeping, data entry and providing support to the SMM Personal CFO. An excellent candidate is organized, has knowledge of computers and bookkeeping applications, versed in online banking and online bill payment and has written and verbal communication skills. This person is self motivated, understands the importance of schedules and deadlines and performs well under pressure.
Customer Service Specialist
Primary responsibilities include positively interacting with customers to provide and process information. Duties include handling all communication and correspondences, mail handling, data entry and inventory control. An excellent candidate will exhibit professional behavior, be versed in office etiquette, has knowledge of computers and applications and has written and verbal communication skills. This person is self motivated to accomplish goals and task and works well individually and in team situations.