ADMIN ASST FIN ADVIS

Description/Job Summary

Responsible for a broad range of activities. Duties include administrative support, operations support, and client services support.

Series 7/66 Licensed.

Responsibilities/Duties

1. Assists in client management, tracks and follows up on appointments, handles changes in client's accounts; assists in presentations, and client communication. Assists with customers in reference to new accounts, account transfers, new contributions and redemptions, beneficiary changes.
2. Assists with for comprehensive financial planning for clients and periodic client review.
3. Processes paperwork for account including computer input and salesforce updates.
4. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
5. Handles telephone and reception duties, as well as ordering supplies, prospectus' and sales literature.
6. Prepares reports for management.
7. Participates in department meetings.
8. Regular and reliable attendance.
9. Performs other related duties as assigned by management.

Preferred Skills

Skill in communicating with customers and co-workers in courteous and professional manner.

Ability to maintain a high level of confidentiality.

Ability to pay close attention to detail and work with a high degree of accuracy

Ability to work within strict time constraints and handle multiple tasks simultaneously.

Preferred Experience

Knowledge of operations, policies, and procedures.

Knowledge of basic accounting.

Knowledge of word processing and spreadsheet software.

Required Education

Required Qualifications

Preferred Qualifications

Details

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in incentive programs. Other benefits include:

• 8 paid holidays
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
• New employees will receive 12 hours of paid sick time upon their hire date
• After five years, 22 PTO days each year
• Health, dental, prescription drug card, vision, and voluntary life insurance plans
• Health Savings Account with employer contributions
• Flexible medical and dependent care spending plans
• Parental Leave after one year of full time employment
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
• Free checking account and basic printed checks
• Free safe deposit box
• $15,000 group term life insurance
• Long term disability insurance
• Employee Assistance Program
• Educational Assistance