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Financial Advisor Support Specialist

2 months ago

St Louis, Missouri, United States Apex Systems Full time

Job Summary:

As a key member of the Partnership Accounting team at Apex Systems, you will play a crucial role in providing world-class service to our Financial Advisors (FAs). This position focuses on delivering exceptional support and guidance to Financial Advisors to enable them to make informed decisions about new partnership opportunities.

Responsibilities:

  • Support Financial Advisors in providing guidance based on analyses to inform decisions
  • Leverage accounting and tax knowledge to prepare individual tax returns
  • Manage multiple tasks and strive for timely follow-up

Qualifications:

  • Bachelor's degree with a focus in accounting, business administration, or finance (Able to substitute with certifications related to/for individual tax return preparation)
  • Experience/certifications for individual tax return preparation
  • Ability to provide advice and guidance by analyzing the comprehensive details of a situation
  • Strong computer skills, including effective use of Microsoft Office applications
  • Customer service skills: The ability to interact with others who need assistance by using excellent customer service skills to provide professional, comprehensive, and accurate solutions
  • Excellent verbal and written communication skills
  • Demonstrates expertise in world-class service attributes, including professionalism, reaching agreement, and customization, and spirit of caring
  • Must be able to respond to callers with appropriate tone, organized thoughts, and confidence
  • Must be able to respond to written correspondence in a clear, succinct manner using correct grammar, spelling, and format
  • Must be able to multi-task and follow-up appropriately to take issues to resolution
  • Must be able to work in a fast-paced, collaborative environment and quickly learn and apply new information
  • Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential for each person that you work with to support their needs
  • At least 2-3+ years experience with the requirements detailed above

About Apex Systems:

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.