Overview

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

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.
• Prepare financial documents including preparation for client meetings.
• Attend prospective client meetings to assist with data gathering.
• 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.

Qualifications

• Strong financial services experience required.
• 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 66 licenses preferred.
• Develops and maintains positive working relationships with others.
• Extremely task-oriented, with high standards of quality and accuracy.
• Strong follow-through skills on delegated tasks and assignments
• Actively shares ideas and information on firm roles, responsibilities and systems.
• 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.