Work Schedule: Monday-Friday 8am-4:30pm
PTO accrued each pay period, 7 paid holidays a year
Summary: You will be joining a support team that manages the administrative tasks for a group Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.
Financial experience is a plus, but not necessary; an associate or bachelor's degree is preferred. Schedule is 5 days per week (approximately 32-40 hours.) We can be flexible for the right person and offer a strong teaming environment.
A list of responsibilities, but not all-inclusive:
- Assist advisors in preparing for client meetings and complete follow-up tasks
- Complete paperwork for multiple product types and route to clients and various firm operations
- Prepare for client meetings by updating financial planning and CRM software, pulling statements, and requesting needed information from clients
- New business processing for new accounts
- Provide excellent customer service on accounts such as documenting client calls and providing basic information as requested
- Research and resolve account issues or miscellaneous questions for clients and advisors
- Maintain files and prepare correspondence and documents for advisors and clients
Competencies:
- Strong technology/computer aptitude
- Proficient in Microsoft Office (Word and Excel particularly)
- Intuitive and resourceful to gather, analyze, and resolve complicated issues
- Professional communication skills
- Strong attention to detail
- Strong time management skills
- Maintain strict confidentiality
