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Financial Planning Coordinator

2 months ago

Rockford, Illinois, United States Midland States Bank Full time
Job Summary

The Financial Planning Assistant performs moderately complex to difficult administrative duties for the Manager of Financial Planning and Financial Planning Specialists. Work performed may include but is not limited to data entry, preparing reports, composing routine correspondence, scheduling meetings, or appointments, maintaining CRM records, screening, and directing incoming calls, providing information, or preparing minutes of meetings. This position is an individual contributor role.

Key Responsibilities
  • Administrative Support: Provides administrative support to the Manager of Financial Planning and Financial Planning Specialists.
  • Wealth Advisory Support: Assists Wealth Advisors and Portfolio Management Team with relationship reviews, scheduling meetings, and preparing reports and correspondence.
  • Data Entry and Reporting: Performs data entry tasks accurately and efficiently.
  • Correspondence and Communication: Prepares routine correspondence, ensuring clarity and professionalism.
  • Planning Presentation Materials: Prepares planning presentation materials.
  • Client Record Management: Maintains client records in Synergy and Salesforce, ensuring information is up-to-date and organized.
  • Compliance and Audits: Assists in maintaining compliance records, ensuring adherence to regulatory requirements.
  • Meeting Minutes and Documentation: Takes and maintains meeting minutes, ensuring accurate documentation.
  • Audit Support: Assists in any Audits by providing necessary documentation and support.
  • Client Communication: Receives and handles service-related phone calls from clients, ensuring issues are resolved or escalated appropriately.
  • Market Research: Assists in market research to support the Financial Planning team.
  • Task Verification: Verifies task completion by collaborating with the Wealth team.
  • Travel and Collaboration: The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
  • Compliance and Regulations: Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Requirements
  • Education and Experience: High School diploma or GED, Associate Degree preferred. Minimum of 1+ years of experience in administrative, operational or receptionist position.
  • Technical Skills: Proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint).
  • Professionalism and Communication: Professionalism and courtesy in dealing with customers and colleagues. Possess a fiduciary mentality, always doing what's best for the client and maintaining confidentiality in all matters.
  • Interpersonal and Organizational Skills: Strong oral, written, and interpersonal communication skills. Strong organization and time management skills in order to prioritize workloads effectively.
  • Attention to Detail: Strong attention to detail.
  • Teamwork and Adaptability: Ability to work independently and as part of a team. Being flexible and adaptable.
Competencies
  • Business Acumen
  • Creativity and Innovation
  • Results-Driven
  • Decision-Making
  • Brand Ambassadorship
  • Collaboration
  • Effective Communication
  • Customer Focus
  • Authenticity
  • Emotional Intelligence
  • Self-Development