Division Coordinator
Are you a proactive, hard-working individual who adapts to change quickly and thrives in a fast paced environment? Are you interested in the world of financial services? If you're eager to learn more about wealth management, we'd love to talk with you! OFS Wealth, a leading wealth management firm in the United States, provides comprehensive financial solutions tailored to the unique needs of athletes and entertainers. We are excited to announce an opening for a Division Coordinator.
Key Responsibilities:
- Support for Client Service Team: Provide day-to-day administrative support to the team, ensuring requests are handled efficiently. Manage and optimize the use of internal systems like Salesforce and Constant Contact.
- Banking Responsibilities: Coordinate bank account openings and closings, handle credit card applications, and coordinate new client onboarding. Assist with cash management and troubleshoot issues as they arise.
- Technical Responsibilities (Insurance/Purchases): Coordinate personal lines of insurance for properties, manage LLC setups, and assist with vehicle purchases and client lending needs.
- Teamwork: Work closely with the client service team and advisors to deliver tailored financial solutions to new clients.
Qualifications:
- Education: Degree or equivalent experience in Finance, Accounting, Business, or Liberal Arts; experience in personal financial planning and/or wealth management is a plus.
- Business Sense: Understanding of wealth management principles and the financial needs of high-net-worth individuals, with training provided by the OFS client service team.
- Communication Skills: Excellent communication and interpersonal skills, with proficiency in English.
- Technical Skills: Proficient in Microsoft Excel, Word, and PowerPoint.
What We Offer:
- Competitive salary and performance-based bonuses.
- Opportunities for professional growth and networking.
- A dynamic and supportive team environment.
- Comprehensive benefits package.
Application Process:
Interested candidates should submit a resume and cover letter detailing their experience and qualifications for this role.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at [email protected]. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.
We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at [email protected]. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.
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What We Do
We are Octagon. A global agency in sports, entertainment, and culture. We strike deals. Set the pace. We’re playmakers. A group of creative thinkers and energetic doers inspiring and helping brands and talent to step up and stand out. Octagon is the world’s largest creative marketing and sponsorship consulting practice, and a pioneer and leader in athlete and personality representation and management. With our fingers firmly on the pulse, we set out a clear vision for the future. Our passionate team of 800+ around the world are relentlessly committed to helping you force fate and push forward. We work with hundreds of blue-chip corporate clients, more than 1000 Athletes & Personalities, and manage more than 10,000 events per year. Leading stakeholders in the sports and entertainment world continue to look to Octagon to provide leadership in understanding fans’ passions and how these insights can build more effective, efficient, and measurable marketing programs.
