Description

RFG Advisory is seeking an energetic, diligent and innovative individual to join our growing team! More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. The ideal candidate for this role is highly motivated and enjoys working in a fast-paced office environment with a willingness to learn and grow as part of a financial team. Position requires attention to detail, excellent communication skills and strong organizational ability.

In this role, you will have the opportunity to work alongside multiple Independent Financial Advisors in our practice. You will connect with clients and develop relationships as they navigate wealth management. 

This is a full-time position in our St. Louis office (Creve Coeur). 

Responsibilities:

• Provide efficient and timely customer service to clients.
• Client Care which includes: phone calls, customizing client portals, general client questions and working with clients to resolve issues.
• Attend prospective client meetings to assist with data gathering.
• Prepare financial documents including preparation for client meetings.
• Open and maintain client account records across various custodial platforms
• Assist with office activities including drafting professional emails and letters, filing, and mailings.
• Manage appointments and other administrative responsibilities.
• Maintain accurate client information in Salesforce and other programs as directed.
• Understand policies and maintain records required by compliance.
• Other practice management tasks as needed.
• Represent the firm professionally both inside and outside the office.

Benefits:

• Health, Dental and Vision Insurance with company stipend
• 401(k) Non-elective Safe Harbor contribution
• Short-term and Long-term Disability Life Insurance
• Ancillary benefits including voluntary life insurance for employee, their spouse and dependents, cancer, accident and critical illness coverage as well as Legal and Identity theft plans.
• Dependent Care FSA, Medical FSA, Health Savings Account with certain Health plans
• Generous PTO, Company Holidays & Charitable Work Day
• Maternity/Paternity leave
• Surface Pro Home setup provided
• Continuing Education support
• Loads of RFG Swag

Company Overview: 

RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021 and 2022 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country. Disclosure: www.rfgadvisory/awards

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 90 with 94% participation and with our Advisor NPS is a 82 versus industry average of a 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply!

Requirements

Behavioral Attributes:

• Develops and maintains positive working relationships with others.
• Completes action items in a timely manner.
• Maintains a high level of customer service and is passionate about meeting and assisting clients.
• Takes pride in the achievement of team objectives.
• Manages time effectively.
• Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
• Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Qualifications:

• Strong financial services experience required.
• Multi-custodial experience preferred. 
• Superior organization skills and attention to detail
• Must have the willingness to learn firm tech systems and implement them into the advisor's practice
• Ability to multi-task, prioritize effectively and be a self-starter
• Strong written and oral communication skills
• Experience in Microsoft Office Suite. Experience with Salesforce is a plus.
• Series 7 and/or 65 licenses preferred.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.