Financial Planning Support Coordinator
2 weeks ago
Position Summary
Are you eager to advance your career within a dynamic team? If you are self-driven, detail-oriented, and committed to providing exceptional service, we invite you to consider this opportunity. Our reputable financial services organization is in search of a Financial Planning Support Coordinator. The ideal candidate will demonstrate a long-term commitment to the industry, a meticulous approach to client care, and a passion for excellence that aligns with our core values.
Our Mission:
We aim to deliver outstanding service to our clients and prospects, guiding them in their financial journeys, particularly in retirement planning. We seek a new team member who shares our enthusiasm for helping others.
Training Program:
Comprehensive training will be provided by our Chief Advisor and support team to ensure your success in this role.
Essential Qualifications:
- Minimum of 5 years of administrative experience in a fast-paced office environment
- Experience in the financial sector is preferred but not mandatory
- Intermediate to advanced proficiency in MS Office Suite
- Familiarity with RedTail CRM is a plus, but not required
Key Responsibilities:
As a crucial link between our advisors, prospects, and clients, the Financial Planning Support Coordinator will focus on collecting all necessary documentation and information for analysis. Collaborating with our advisors, you will utilize various software tools to create tailored retirement defense plans, ensuring that client objectives remain the top priority. This role involves close collaboration with the New Business Specialist to enhance our operations, prepare for client reviews, and coordinate with support staff and external service providers.
Required Skills:
- Strong project prioritization and time management abilities
- Exceptional customer service skills, including excellent verbal and written communication
- Proactive follow-through and organizational skills
- Detail-oriented, resourceful, and reliable with a strong work ethic
- Ability to work effectively both independently and as part of a team
- Demonstrated persistence and initiative to ensure quality outcomes
- Professional and friendly phone demeanor, enjoying interaction with diverse clients
- Positive attitude and good-natured approach
Additional Insights:
Commitment to the precise completion of client onboarding and account documentation is vital. You will need to gather necessary information from various sources, requiring the ability to prioritize tasks effectively in a fast-paced setting. We pride ourselves on being a customer-centric firm, and we welcome a positive attitude and proactive mindset in our vibrant office environment. Compensation will be based on qualifications and experience.
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