What are the responsibilities and job description for the Operations and Planning Associate position at ClearGuide Wealth?
OverviewJoin ClearGuide Wealth, an independent wealth advisory practice, as an Operations and Planning Associate. In this role you will support the advisor by managing planning preparation, operational workflows, and client service coordination. The position plays an important role in ensuring client meetings are well prepared and operational processes run smoothly. A high level of professionalism and adherence to legal, regulatory, and ethical standards is expected in all aspects of the role.ResponsibilitiesSupport the advisor and client service team with operational and planning preparation tasksPrepare meeting materials including client reports, planning updates, and agendasAssist with retirement plan administration and coordination with third party administratorsPrepare annuity proposals and assist with application processing and follow upTrack and follow up on meeting action items and operational workflowsRespond to client service requests and assist with account related inquiries when appropriateMaintain accurate CRM records including meeting notes, next steps, and outstanding itemsExperience2 or more years of experience in financial services or wealth management preferredCollege degree preferredRequired experience with Microsoft Word, Excel, Outlook, and Adobe AcrobatPreferred experience with RedTail CRM, MoneyGuidePro, and Wealthscape/EnvestnetKey traitsHighly organized with strong attention to detailStrong written and verbal communication skillsAbility to manage multiple tasks and deadlines effectivelyComfortable coordinating with clients, advisors, and third partiesProcess oriented and proactive in solving operational challengesJoin ClearGuide Wealth and play a meaningful role in supporting clients and helping a growing advisory practice operate efficiently!Job Type: Full-timeBenefits:401(k)Paid time offEducation requirement:Bachelor's Experience requirement:Financial services: 2 years Ability to Commute:Northbrook, IL 60062 Work Location: In person
Salary : $75,000 - $110,000