Financial Advisor Administrative Assistant
2 weeks ago
Summary:
With this position, you will be working for two advisory practices with a combined 48+ years of industry experience. We go into greater detail on what we’re looking for in the job description below, but we are looking for someone who can handle multiple tasks simultaneously, great organizational, communication, troubleshooting, and people skills.
Job descriptions:
o Working in the office most of the time (i.e. 8 hour work day)
o Website & social media posts
o Managing advisor emails, phone calls, mailings, etc.
o Completing account paperwork
§ Confirming transactions/paperwork is completed properly
o Making sure advisor’s licensing & continuing education are in good order
o Organizational skills, multitasking, and attention to detail is crucial
o Working with Redtail CRM, Microsoft Word, Excel, etc.
o Ensuring Required Minimum Distributions (RMD’s) are completed and accounted for by year’s end
o Logging compliance related items: i.e. incoming/outgoing correspondence, client checks for deposit, etc.
·
Education/Experience (Preferred):
o Bachelor’s degree
o 3+ years in the financial services industry
o Licensed or unlicensed
Benefits:
o Pay/Salary—$50,000 depending on qualifications
o Retirement plan - employer contributions
o Flexibility with schedule
o Paid time off
o Opportunity to become a full-time advisor (if desired)
o Potential bonus opportunities throughout the year
Company Description- Holistic financial planning
- Estate/generational planning
- Retirement planning
- Investment management
- Insurance productsCompany Description- Holistic financial planning\r
- Estate/generational planning\r
- Retirement planning\r
- Investment management\r
- Insurance products
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