Financial Services Coordinator
1 week ago
We are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Platinum Capital Advisors. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and assisting with various tasks related to client service and business development.
Key Responsibilities- Manage and maintain advisor calendars to ensure preparation work is complete
- Generate and provide various reports to advisors
- Participate in client meetings, track and complete follow-up items generated in client meetings
- Take detailed notes and enter information into database for financial plan preparation and review
- Design and illustrate financial products best suited for clients
- Assist in marketing efforts to prospects
- Prioritize day-to-day tasks and issues
- Assist advisors with meeting individual and team goals
- Operate with a proactive approach to advisors and clients
- Maintain database programs
- Respond to client inquiries as needed
- Complete and process servicing requests as needed
- Resolve any issues regarding new accounts, transfers, or amendments
- Provide market research on various investments and amendments
- High school diploma required; bachelor's or associate degree in finance or similar field preferred
- Prior experience working in the financial services industry preferred
- Active state-specific life and health insurance license preferred
- Series 65/66, Series 6, and Series 7 licenses preferred
- Competitive salary: $42,000 - $45,000 per year
- Paid time off
- Flexible PTO
- Professional development opportunities
- Office setting
- Day shift, Monday to Friday
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