Financial Services Assistant II

3 weeks ago


Missoula, United States Avantax Full time

Position Summary


Avantax Planning Partners is seeking a Financial Services Assistant II who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Services Assistant II will assist in the preparation of client asset management, brokerage, and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Planning Consultants (FPCs). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.


Essential Duties & Responsibilities


  • Prepare and review new account paperwork in an accurate and timely manner.
  • Organize and prepare client review materials, meeting agendas, weekly meeting updates, etc.
  • Serve as a liaison between internal departments to resolve outstanding issues for Financial Planning Consultants (FPCs), Certified Public Accountants (CPAs), and clients.
  • Assist FPCs with ongoing CPA, client, and prospect communication (e.g., the status of new and existing accounts, birthday reminders, cards, and letters).
  • Update and maintain the Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records).
  • Process client requests regarding new contributions and distribution of funds.
  • Communicate regularly with clients through phone and email to provide expedient and accurate information to FPCs and CPAs. These interactions include coordination of meetings, maintenance of account records, important documents, new account setup, transfer of assets, online client access, etc.
  • Assist in training other Financial Service Assistants as needed.
  • Recommend areas for process and procedure improvement to improve office efficiency.
  • Perform other duties as assigned.


Education & Experience


  • High school diploma or equivalent required.
  • Associate degree (A.A.), two-year technical, or bachelor’s degree preferred.
  • A combination of experience and education will be considered in lieu of a degree.
  • 2-5 years of related Financial Services Industry or administrative services/training experience is preferred.
  • Experience with CRM applications such as Salesforce is preferred.
  • Experience with Microsoft program suite, including Word, Excel, and PowerPoint.
  • Previous experience supporting Financial Professionals is preferred.
  • Previous experience in a customer/client-facing role is strongly preferred.


Certifications:


  • Financial Paraplanner Qualified Professional (FPQP) designation is a plus.


Physical Demand & Work Effort


  • Keying/typing, standing, walking.
  • Sitting for an extended period.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
  • Compliance with company attendance standards.


Comprehensive Benefits


We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.


#Avantax


  • Medical Assistant

    4 weeks ago


    Missoula, United States Providence Full time

    The MA II works under the delegation of a licensed practitioner to perform duties as directed to assist in providing patient care to assigned patients. A MA II performs all aspects of the MA I role and is fully competent in the clinical needs/functions for assigned clinic/location of work. An MA II is expected to perform in accordance with established...

  • Senior Dietitian

    2 weeks ago


    Missoula, United States Providence Health & Services Full time

    The Outpatient Dietitian II provides individualized and group education and counseling on all aspects of nutrition, including but not limited to obesity counseling, medical nutrition therapy and diabetes self-management education. The outpatient dietitian II who provides diabetes self-management education will focus particularly on the nutritional aspects of...

  • Medical Assistant

    3 weeks ago


    Missoula, United States Providence Full time

    The MA II works unders the delegation of a licensed practioner to perform duties as directed to assist in providing patient care to assigned patients. A MA II performs all aspects of the MA I role and is fully competent in the clinical needs/functions for assigned clinic/location of work. An MA II is expected to perform in accordance with established...


  • Missoula, United States Providence Health & Services Full time

    Under general supervision, performs a variety of food service tasks such as assisting in the tray line service, portioning and assembling food, washing dishes, pots and pans, serving cafeteria customers, cashiering and cleaning of work areas and food service equipment. Adheres to all sanitary regulations governing the handling, storage preparation and...


  • Missoula, United States State of Montana Full time

    Job Overview: This position serves as the Fire Finance & Incident Business Supervisor for the Forestry Division Office. The position is responsible for coordinating the collection, analysis, reporting and recovery of fire costs; analyzing and auditing fire billings and expenditures; managing the financial element of FEMA Fire Management Assistance...


  • Missoula, United States State of Montana Full time

    Description: Montana Department of Natural Resources and Conservation's mission is to help ensure that Montana's land and water resources provide benefits for present and future generations. The DNRC believes employees are their most important asset. The DNRC empowers employees to exercise professional judgment in carrying out their duties. Employees are...


  • Missoula, United States State of Montana Full time

    Montana Department of Natural Resources and Conservation's mission is to help ensure that Montana's land and water resources provide benefits for present and future generations. The DNRC believes employees are their most important asset. The DNRC empowers employees to exercise professional judgment in carrying out their duties. Employees are provided with...


  • Missoula, United States The University of Montana Full time

    Staff Vacancy Announcement Information Technology (IT) invites applications for a Computer Systems Analyst II. You will be responsible for helping to maintain the custom code that is used by the Banner ERP systems maintained by the University of Montana (UM) as well as support UM’s affiliated campuses and the other community colleges that UM...


  • Missoula, United States Seasoned Recruitment Full time

    Looking for an Acute Care Services Director (Day Shift) in Missoula, MT for a top Medical Center. This is a very progressive organization that cares deeply about its employees and patients and offers a competitive salary and benefits package. Position Summary: This role reports to the CNO and is responsible for direction of staff members, quality outcomes...


  • Missoula, United States Seasoned Recruitment Full time

    Job DescriptionJob DescriptionLooking for an Acute Care Services Director (Day Shift) in Missoula, MT for a top Medical Center. This is a very progressive organization that cares deeply about its employees and patients and offers a competitive salary and benefits package. Position Summary:This role reports to the CNO and is responsible for direction of staff...

  • Acute Care Services

    4 weeks ago


    Missoula, United States Resiliency LLC Full time

    Job DescriptionJob DescriptionJob DescriptionPOSITION SUMMARYThe Acute Care Services Clinical Director works under the direction and supervision of the Chief Nursing Officer. The Acute Care Director functions as an integral member of the patient care team, responsible for the clinical direction of staff members, quality outcomes, and financial health of the...


  • Missoula, MT 59801, USA, United States Providence Health & Services Full time

    One Revenue Cycle (ORC) is the name adopted to reflect the Providence employees who work throughout Providence Health & Services (PH&S) in revenue cycle systems and structures in support of our ministries and operations in all regions from Alaska to California. ORC's objective is to ensure our core strategy, One Ministry Committed to Excellence, is delivered...


  • Missoula, United States Providence Health & Services Full time

    Providence is offering a $3,000 Hiring Bonus for eligible external candidates who meet all conditions for payment - this is in addition to the fantastic benefits and compensation package offered by Providence that begin on your first day of employment! The CNA performs assigned tasks and activities according to skill level and patient needs as assessed by...


  • Missoula, United States Providence Health & Services Full time

    Call Center Representative - COMMUNICATIONS Department, Providence St. Patrick Hospital, Missoula, MT The Communication Specialist is at the core of the Answering Service Center and performs services for these multiple hospitals, clinics and physician groups throughout WMR. The Communication Specialist has three primary areas of responsibility. Providence...

  • Acute Care Services

    4 weeks ago


    Missoula, United States Saunders Staffing Agency Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYThe Acute Care Services Clinical Director works under the direction and supervision of the Chief Nursing Officer. The Acute Care Director functions as an integral member of the patient care team, responsible for the clinical direction of staff members, quality outcomes, and financial health of the reporting...

  • Acute Care Services

    2 weeks ago


    Missoula, United States Bryce Poynt Consulting Full time

    Job DescriptionJob DescriptionMust-Have:5 years or more experience as an Acute Care Clinical Leader required.2 years or more experience for bedside RNExperience with a team with a variety of skill levels including new graduate RNs.Demonstrated success with tabulating, collaborative work with physicians, project management, and process improvement...

  • EKG Technician

    2 weeks ago


    Missoula, United States Providence Health & Services Full time

    EKG Technician - ECHOCARDIOLOGY, St Patrick Hospital-Broadway Bldg-Missoula MT The ECG Technician is responsible for performing treadmill testing within the Echocardiography and Nuclear Medicine departments, as well as other duties as assigned. ECG Technician will work closely with the Lead Echocargiography Technician and the staff from Echocardiography and...

  • Dispatcher

    5 days ago


    Missoula, United States Providence Health & Services Full time

    Dispatcher - SECURITY - SAFETY MSLA Department, Providence St. Patrick Hospital, Missoula, MT The Safety Management Dispatch Center provides a centralized location for managing information including assessing, processing, disseminating, relaying, recording information in a timely and accurate manner. The Dispatcher is the core of the Dispatch Center and has...


  • Missoula, United States Sirch Incorporated Full time

    Director of Acute Care ServicesJob DescriptionPOSITION SUMMARYThe Acute Care Services Clinical Director works under the direction and supervision of the Chief Nursing Officer. The Acute Care Director functions as an integral member of the patient care team, responsible for the clinical direction of staff members, quality outcomes, and financial health of the...


  • Missoula, United States Sirch Incorporated Full time

    Director of Acute Care ServicesJob DescriptionPOSITION SUMMARY The Acute Care Services Clinical Director works under the direction and supervision of the Chief Nursing Officer. The Acute Care Director functions as an integral member of the patient care team, responsible for the clinical direction of staff members, quality outcomes, and financial health of...