Financial Planning Support Associate II

3 days ago


Great Falls, Montana, United States Avantax Planning Partners Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Planning Support Associate II to join our team at Avantax Planning Partners. As a key member of our financial services team, you will be responsible for handling client inquiries and correspondence, preparing client review materials and reports, and assisting in the preparation of client asset management, brokerage, and insurance accounts.

Key Responsibilities
  • Client Support: Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
  • Account Preparation: Prepare and review new account paperwork, ensuring accuracy and timeliness.
  • Client Relationship Management: Organize and prepare client review materials, meeting agendas, and weekly meeting updates.
  • Communication: Serve as a liaison between internal departments to resolve outstanding issues for Financial Planning Consultants, Certified Public Accountants, and clients.
  • Database Management: Update and maintain the Client Relationship Management (CRM) database, including data entry, service requests, and communication records.
  • Client Requests: Process client requests regarding new contributions and distribution of funds.
  • Training and Development: Assist in training other Financial Service Assistants as needed.
Requirements
  • Education: High school diploma or equivalent required; associate degree or two-year technical degree preferred.
  • Experience: 2-5 years of related Financial Services Industry or administrative services/training experience preferred.
  • Skills: Experience with CRM applications such as Salesforce, Microsoft program suite (Word, Excel, PowerPoint), and previous experience supporting Financial Professionals.
About Us

Avantax Planning Partners is a leading provider of financial services, committed to delivering exceptional client experiences and supporting the growth and development of our team members. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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