What are the responsibilities and job description for the Financial Advisor Assistant position at Joseph Binder?
Job Title: Financial Advisor AssistantIndustry: Wealth ManagementLocation: Plymouth, MIPurpose: Increase the efficiency of the financial advisorDuties:Prepare reports and other relevant information for daily client review meetingsUpdate and manage client information in Salesforce database and eMoneySchedule and confirm clients for regular review meetingsManage Required Minimum Distributions for clientsPrepare and process service requests electronically and manuallyWork with multiple financial service centers to proactively follow up, gather client information and to execute client service requestsResearch and resolve account issues and miscellaneous questions for clients or the financial advisorManage and address advisor notificationsManage inbound and outbound calls and emails with professionalismCommunicate effectively with the advisor and the administrative teamLead technology implementation and train other team membersNetwork via video with peers, branch and complex resources on a quarterly basisQualifications:Honest and able to keep client and office information confidentialTwo years of similar experience desiredSeries 7, 66 and Life/Health licenses desired (or ability/initiative to complete)Associates or higher in business, finance or similar desiredExcellent verbal and written skillsProficient with Microsoft Word, Excel, Outlook, and Salesforce databaseExperience with DocuSign and Adobe Sign desiredStrives for personal and organizational excellenceProblem solver and ability to multitask in a fast-paced environmentFast learner and ability to learn from mistakesDemonstrates attention to detail and ability to follow up tasks to completionComfortable interacting with clients in a pleasant and friendly manner in person, on the phone and via emailManages competing demands and uses time effectivelyWorks independently, is accountable and provides accurate informationHigh energy and contribute to a positive team culture
Salary : $40,000 - $60,000