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Virtual Assistant Specialist

Independent Financial Group
San Diego, CA
  • Expired: January 16, 2021. Applications are no longer accepted.

Independent Financial Group (IFG) Is currently seeking a Virtual Assistant Specialist. The primary responsibility of this position is to provide administrative support to IFG financial advisors and assist with the day-to-day needs of the advisor's office. Candidates must demonstrate the ability to follow departmental policies and procedures and adhere to the firm's written supervisory procedures.

Candidates will also contribute to a positive teamwork-oriented environment with a friendly attitude and demonstrate respect towards co-workers and financial advisors.IFG, America's Finest Broker-DealerTM, is an independent broker-dealer based in San Diego, California with 640 representatives located in over 350 offices across 40 states. IFG has been named locally by the San Diego Business Journal as one of San Diego's Fastest-Growing Private Companies for the past several years. Nationally, IFG's success has been recognized in numerous financial services industry publications and received...

the # 1 ranking in Wealth Management Magazine's Independent Broker-Dealer Report Card in 2017 and has won Runner-Up Broker-Dealer of the Year as named by Investment Advisor Magazine in 2016 and 2017. IFG has also gained Inc. Magazine's Honor Roll status for multiple consecutive mentions on their annual Inc.

500|5000 list.Job Duties Prepare account opening and account maintenance paperwork Process cashiering/transfer requests including deposits, withdrawals, journals, ACATs, rollover paperwork, etc. Manage Client Relationship Manager software including workflow processes and entering account related information Respond to Gateway Workflow items needing attention Generate reports as needed from various technology applications including Albridge, NetX360, AccessPoint, Redtail, etc. Schedule client meetings and respond to client inquiries as appropriateQualifications 3+ years of experience working in the insurance and/or financial services industry Experience working with Pershing processes and forms is preferred Experience with financial planning concepts and tax planning issues is a plus Bachelor's degree preferred but not requiredCompetencies Strong technical aptitude with PC, internet, and software skills including proficiency with Client Relationship Manager programs Proficiency in Microsoft Office including Word, Excel, PowerPoint, and Outlook Strong organizational and time-management skills, with an ability to meet tight deadlines Ability to work independently Detail-oriented; strong math, decision-making, and analytical skills Strong knowledge of the operational concepts and terminology within the financial services industry Knowledge of mutual funds, stocks, bonds, asset manager, and annuity products Strong interpersonal, oral, and written communication skills A track record of providing exceptional customer serviceCompensation Market-level compensation based on experience.

IFG offers a competitive benefits package with Company-paid Medical, Dental, and Vision, and 401(k) matching

Independent Financial Group


San Diego, CA



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