Jobs at Trinity Financial Services

Job Role

• Brokers manage various deals such as investments, real estate or insurance within the finance and banking industries.
• Brokers act as a liaison between parties, create and maintain relationships, administer sales, and perform administrative tasks.
• We are recruiting for an experienced Broker who is familiar with the products and services our company offers. The job responsibilities of a Broker include providing excellent customer service, closing deals, and processing documentation after the sales process is complete.
• To succeed as a broker, you should have extensive sales experience and be able to achieve outstanding customer service, while dealing with a high volume of calls and emails.

Duties

• Broker licence.
• Ability to multitask.
• Experience with customer service.
• Experience as a broker or in sales.
• Proficiency in Microsoft Word and Excel.
• Finance or banking-related qualification.

Requirements

• Negotiate deals with clients.
• Build relationships with clients.
• Close deals.
• Analyze data and market trends.
• Process sales transactions.
• Demonstrate a solid understanding of the company’s products or services.
• Network to attract potential clients.
• Broker licence.
• Ability to multitask.
• Experience with customer service.
• Experience as a broker or in sales.
• Proficiency in Microsoft Word and Excel.
• Finance or banking-related qualification.

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Job Description

• Greet and assist visitors and clients: A warm smile and a welcoming demeanor create a positive first impression.
• Guide clients and visitors to the appropriate departments.
• Provide information about the products and services offered.
• Answer and direct phone calls: handle a busy phone system,ensuring calls are directed promptly and efficiently.
• Serve as a knowledgeable resource for inquiries regardingappointments, and general information.
• Employ excellent phone etiquette to leave callers with a favorable impression.
• Schedule appointments and manage calendars
• Coordinate appointments between clients and other relevant parties.
• Use calendar management tools to optimize time management and efficiency.
• Handle incoming and outgoing correspondence: Sort and distribute mail, packages, and faxes to the appropriate recipients.
• Maintain an organized filing system for physical and digital documents.
• Maintain office cleanliness and organization: Ensure the reception area and common spaces are tidy and presentable.
• Arrange for the maintenance of office equipment, such as printers and copiers. Manage inventory of office supplies and place orders as needed.

Education, Experience and Skills

• B.Sc. B.A., or HND in relevant field
• A minimum of 1 year experience required
• Excellent communication and interpersonal skills to greet and assist clients in a professional and friendly manner.
• Ability to handle a high volume of calls, emails, and inquiries while maintaining composure and attention to detail.
• Proficient in Microsoft Office and other relevant software for scheduling appointments and maintaining accurate records.
• Strong organizational and multitasking skills to manage administrative tasks such as filing, data entry, and inventory management.
• Knowledge of account terminology and procedures to provide accurate information to clients and colleagues.

Requirements:

• Ability to smile and appear radiant at all times
• Dress coporately
• Presentable
• Must be able to multi task
• Must be able to be discreet
• Good Communication and Diction skills
• Good Interpersonal skill.
• Female Preferably.