Financial Advisor Administrative Assistant

3 weeks ago


Wyomissing, United States Skyline Wealth Advisors LLC Full time
Job DescriptionJob Description

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 Understanding the vernacular of financial markets/retirement planning

o Confirming transactions/paperwork is completed properly, in compliance with SEC/FINRA regulations

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.

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 Making sure advisor’s licensing & continuing education are in good order

o Organizational skills, multitasking, and attention to detail is crucial

 

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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