Summary: Looking for an experienced Financial Assistant who can handle a variety of financial tasks with efficiency and accuracy.
As an important member of FRA Trust, you can play a major role in our continued success, while experiencing a career that is satisfying and rewarding. Create deep, trusted client relationships and empower our Certified Financial Planner (CFP) to focus on delivering customized, solutions-based advice to clients with exceptional service. Ideal candidate would have skills and experience in the Financial, Insurance, and Annuity Industry.
Essential Duties and Responsibilities:
Assist multimillion dollar per month producer of Life, Annuity, and AUM.
Client Meetings: Coordinate, schedule, and send reminders for all client appointments. Gathering appropriate printed and electronic materials and preparing the office and conference room for client meetings. Complete and process life and annuity applications. Process issued policies.
Financial Planning: Work on financial modeling of client scenarios utilizing financial planning software. Run life insurance illustrations and annuity income rider quotes.
Administrative: Establish new client files. Maintain client files and electronic data files in a timely manner. Enter new financial sales into client database. . Check sales information profile report.
Proven office experience in a financial advisory firm or financial support role
Excellent time management skills and ability to multi-task and prioritize work
Attention to detail and problem solving skills in an efficient manner
Excellent written and verbal communication skills
Strong organizational and planning skills
Proficiency in MS Office
Experience with TD Ameritrade or other client software/reports is a huge plus
Good question. For one, we do this every day. Two, as estate planners we're committed to excellence and utilizing the latest planning tools, so you won't have to risk experimentation on your own. Three, as family leaders and members of any estate - with any level of assets - you need a top-notch professional team to stay on top of issues that either recur or appear over time. For multiple generations of family members and for individuals as well, we incorporate everything from safe market ingredients, specialized trusts, and long-range tax-reduction strategies for beneficiaries; all to provide an estate plan that works in harmony with your financial goals. Estate Planning is fast growing and our mission is to serve the financial and retirement needs of the mature market. We have more than 18,000 clients nationwide and offices in Illinois, Indiana, Missouri, Michigan, Ohio, Tennessee, Pennsylvania, North Carolina, Virginia, Florida, Georgia, California, Arizona, and Texas.