Reporting Coordinator

Hybrid Schedule in Memphis, TN

Description:
We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.
Essential Duties & Responsibilities:

+ 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 discussi...