Larmann Financial is an independent financial services company focused on growing our retirement plan and private wealth management business. Our president, Matt Larmann, has been a Five-Star Wealth Manager every year since 2012 and is a 2016 winner of the John F. Barrett ENTREPRENEUR VISION Award. We are currently seeking to grow our company with a Client Services Administrator, who will be committed to our corporate culture of caring for our clients through Creativity, Attention, Responsibility and Engagement.
The Client Services Administrator reports to our lead advisors and is critical to leveraging their time in the development of new business. The ideal candidate will utilize excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient and professional manner and manage the daily operations of our securities business with our Broker Dealer.
Essential Duties and Responsibilities
Qualified candidate requirements include:
Last reviewed 6/1/2022
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