Support Services Coordinator
3 days ago
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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