Financial Planning Associate
2 weeks ago
Investment Analysis Specialist
Are you enthusiastic about providing exceptional client service while playing a vital role in the daily operations of a thriving financial services firm? Drake & Associates, LLC is in search of a dedicated individual to undertake a variety of planning and administrative tasks. The ideal candidate will contribute immediately and witness the tangible effects of their efforts on a daily basis. If you seek a rewarding career in a dynamic environment, we encourage you to consider this opportunity.
Key Qualifications:
- Minimum of 2 years of experience in an administrative role within a fast-paced setting
- Experience in the financial sector is preferred
- Proficient in MS Office Suite, particularly Excel, at an intermediate to advanced level
- A commitment to long-term employment
Essential Skills:
- Ability to prioritize tasks and manage time effectively
- Excellent customer service skills, including strong verbal and written communication
- Proactive follow-through on tasks
- Positive and friendly demeanor
- Demonstrated persistence in achieving high-quality outcomes
- Strong organizational skills with attention to detail
- Professional phone etiquette and enjoyment in working with diverse clients
- Ability to maintain composure under pressure
- Flexibility to work both independently and as part of a team
Primary Responsibilities:
- Preparation of financial plans, investment allocation models, and insurance proposals for client presentations
- Utilization of various software and online resources to gather client and product information
- Assessment of existing solutions against current market offerings
- Establishment and maintenance of comprehensive client files
- Drafting client correspondence, including letters and emails
- Addressing routine client service requests and inquiries, escalating issues as necessary
- Assisting in client meetings
Compensation:
- Salary range: $45,000 - $60,000
Benefits:
- Three weeks of paid time off annually
- Additional days off awarded upon achieving company goals
- Flexible work arrangements, including remote work options
- Retirement plans with company matching contributions
- Comprehensive health insurance coverage
- Complimentary lunches and beverages
- Opportunities for professional development and licensing support
- Team-building events and annual celebrations
About Us:
At Drake & Associates, LLC, we pride ourselves on being a reputable financial services firm dedicated to the success of our clients and employees alike. We invite you to explore our offerings and consider joining our team.
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