Support Services Coordinator

3 days ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at JTB International Inc. The successful candidate will work closely with our Financial Advisors to assist with a wide range of client and administrative functions.

The ideal candidate will possess strong technical skills, excellent communication abilities, and the ability to work independently in a fast-paced environment. A preferred candidate would have 1-3 years of administrative experience, prior experience working in a broker-dealer office or finance industry, and proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

Responsibilities

  • Gather data for plan creation and utilize EMoney software and worksheets to enter data and generate financial plans
  • Present financial plans to Advisors and clients while documenting all relevant notes, action items, and follow-up tasks
  • Analyze data, seek recommendations, and solve problems with Advisor, Home Office staff, and Software Support
  • Maintain high levels of productivity and efficiency to meet deadlines and maintain service expectation turnaround times

Requirements

  • Preferred 4-Year Bachelor's Degree
  • 1-3 years of administrative experience
  • Prior experience working in a broker-dealer office or finance industry
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint

Salary Estimate

$60,000 - $80,000 per annum, depending on experience and qualifications


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