Wealth Management Assistant
2 weeks ago
Eagle Harbor Financial is an independent Wealth Management firm affiliated with Avantax Wealth Management that works with affluent families who want:
· A financial plan that organizes assets and future income streams
· Confidence that they will be able to retire on their own terms
· Personalized attention to help them grow and protect their wealth
We want our clients to feel confident about their choices. This position will help us achieve that goal by performing exceptional administrative and client service tasks. Duties include, but are not limited, to the following:
· Provide professional, cordial, and attentive client communication and service for in-person meetings, telephone, e-mail, and mail
· Schedule appointments and maintain calendars
· Data entry for financial planning software, CRM and other financial platforms
· Process new account openings and work with clients through the process
· Provide technology support for clients to navigate client portals
· Track client service requests and solutions to ensure client satisfaction
· Draft correspondence, compile data-driven research, and prepare financial reports
· Develop and implement organized file systems in accordance with compliance requirements
· Coordinate compliance approvals for communication, events, and marketing materials
· Event planning and manage networking events
· Maintain office supply inventory and keep office environment attractive
· Take initiative on utilizing training tools
REQUIREMENTS:
· Associate or Bachelor’s Degree from an Accredited College
· Experience working as an assistant for a Financial Professional or Legal Professional
· Outstanding technology skills including Microsoft 365
· Proficient in Excel formulas, pivot tables, and reports
· Attend assistant trainings and onboarding program provided
· Take personality tests to enhance team effectiveness
· Pass criminal background check that includes fingerprinting
Company DescriptionEagle Harbor Financial is a Wealth Management firm dedicated to providing financial planning and investment management for clients who want help charting their course in navigating for their future. EagleHarborFinancial.comCompany DescriptionEagle Harbor Financial is a Wealth Management firm dedicated to providing financial planning and investment management for clients who want help charting their course in navigating for their future. EagleHarborFinancial.com
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