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Financial Planning Assistant/Team Leader

Randy Scritchfield and Associates Damascus ,MD
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Are you a bright professional with experience in the financial planning/investment field? Do you delight in improving and implementing processes? Are you organized and able to work independently while also enjoy leading and being part of a team?  Is client service a passion? Are you a pit bull when it comes to follow through and details rarely slip your grasp?  Do you take pride in your work?  If so, THIS JOB IS FOR YOU!

 

Randy Scritchfield & Associates is hiring a Team Leader/ Financial Planning Assistant for its office in Damascus, MD.  This position is responsible for providing leadership and process improvements for an experienced team as well as supporting the clients of an established financial advisor and two associate advisors.  The successful candidate will ensure the company has the proper operational/workflow systems in place as well as measuring and improving the effectiveness of all processes internal and external.


This position will support the office in in the following ways:

·         Lead client services and experienced operational  support staff

  • Review current processes and workflow, ensure they are being followed and when possible, improve upon them

·         Monitor and document office processes and procedures

·         Develop and maintain process measurements

  • Answer complex and non-routine client questions and inquires as well as client account maintenance items questions via telephone, email and face-to-face meetings

·         Provide encouragement to team members, including communicating team goals and identifying areas for new training or skill checks

  • Set-up and maintain client information in system
  • Assist with other duties and advisor-approved projects, research requests and operation follow-up items as assigned

 

 

The ideal candidate:

·         2-3 years of experience in financial services

·         Series 7 securities license preferred, not required

·         Two years management experience

·         Customer-focused

·         Individual who is solution oriented and deadline-driven

·         Ability to communicate with clients and business contacts in a courteous and professional manner both verbally and in written format

·         Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail

·         Strong with computers and aptitude to learn new technologies

·         Experience with client data management systems as well as Microsoft 365/Teams/Sharepoint

 

Randy Scritchfield and Associates

Address

26005 Ridge Road
Damascus, MD
USA