Our goal is to hire the right person to join our fantastic financial planning team located in Rochester, Minnesota.

Responsibilities (summary): You will be joining a support team that manages the administrative tasks for a group Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.

Financial experience is a plus, but not necessary; an Associate or Bachelor's degree is preferred. Schedule is 5 days per week (approximately 32-40 hours.) We can be flexible for the right person and offer a strong teaming environment. Great opportunity for a meaningful employment!

A list of responsibilities, but not all-inclusive:

· Assist advisors in preparing for client meetings and complete follow-up tasks.

· Complete paperwork for multiple product types and route to clients and various firm operations as specified by their financial plan.

· Prepare for client meetings, by updating financial planning and CRM software, and pulling statements; requesting needed information from clients in advance of meeting.

· Providing support to the Financial Advisor in post-meeting follow-up.

· Overseeing and updating the following inter-office trackers; Required minimum distributions, managed account reviews, systematic payout.

· New business processing (following up with carrier and client) for new accounts- involving both new and established clients.

· Interact with the corporate office on client related issues.

· Customer service on accounts; documenting client calls and interactions.

· Monitor alerts on existing accounts & policies to ensure accounts maintain client objectives.

· Passion for delivering amazing client experiences. We are all 100% committed to excellence in service of our clients.

· Follow through with all paperwork to ensure it is in good order.

· Mail agreements, brochures, and other client account paperwork to clients.

· Research and resolve account issues or miscellaneous questions for clients and advisors.

· Maintain files and prepare correspondence and documents for advisors and clients.

· Any additional tasks as they come up or as the business evolves to support the team.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

· Strong technology/computer aptitude.

· Proficient in Microsoft Office (Word, Excel, and PowerPoint).

· Identify and resolve problems in a timely manner.

· Intuitive and resourceful to gather, analyze and resolve complicated issues.

· Manage in and outbound call with professionalism.

· Respond promptly and accurately to client questions and needs.

· Meet commitments and maintain confidentiality.

· Demonstrate accuracy and thoroughness.

· Monitor own work to ensure quality.

· Strong attention to detail.

· Strong time management skills.

· Thrive in a fast-paced environment.

Job Type: Full-time

Pay: $45,760.00 - $52,000.00 per year

Experience:

• Microsoft Office: 5 years (Required)
• Administrative experience: 3 years (Required)

Ability to Commute:

• Rochester, MN 55901 (Required)

Ability to Relocate:

• Rochester, MN 55901: Relocate before starting work (Required)

Work Location: In person