Financial Planning Administrator

Company Overview
We are a rapidly expanding financial advisory firm based in Collierville, TN. We are a service-focused firm providing an array of financial solutions, ranging from financial planning to investment. Our office provides a comfortable, professional work environment in a safe and quiet professional center.

About the Position
As a Financial Planning Administrator, you will play a crucial role in supporting the daily operations of our financial advisory practice. The ideal candidate will embody qualities such as honesty, hard work, ethics, and friendliness. We value individuals with a high level of integrity who seek challenges and strive for excellence. On-site attendance from 8:00 AM to 5:00 PM Monday through Friday is imperative.

This is a great opportunity for a talented individual who desires a team-based, fast-paced, professional environment. As Financial Planning Administrator, you will have the following responsibilities:

Primary Responsibilities

• Communicate with clients and prospects to request and gather information and documents needed to prepare financial plans.
• Follow up with clients and prospects regarding outstanding financial information and documentation.
• Review, sort, and organize client financial documents
• Identify missing or incomplete information and coordinate with clients and the financial planning team to obtain necessary details.
• Accurately enter and update client financial information in the financial planning software.
• Update existing financial plans as new client information is received or circumstances change.
• Coordinate with advisors and administrative staff as needed throughout the financial planning process.
• Handle sensitive client financial information with confidentiality.
• Provide additional administrative and operational support to the Financial Planner and Financial Planning Department as needed.

Qualifications & Skills

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.
• Ability to communicate professionally with clients and prospects.
• Ability to organize and interpret financial documents and information.
• Comfortable working with numbers and learning financial concepts.
• Ability to manage multiple financial plans and deadlines simultaneously.
• Strong computer skills and ability to learn financial planning and client-management software.
• Ability to work independently while also collaborating closely with a team.
• High degree of professionalism, discretion, and confidentiality.
• Follow up with clients and prospects regarding outstanding financial information and documentation.
• Review, sort, and organize client financial documents
• Identify missing or incomplete information and coordinate with clients and the financial planning team to obtain necessary details.
• Accurately enter and update client financial information in the financial planning software.
• Update existing financial plans as new client information is received or circumstances change.
• Coordinate with advisors and administrative staff as needed throughout the financial planning process.
• Handle sensitive client financial information with confidentiality.
• Provide additional administrative and operational support to the Financial Planner and Financial Planning Department as needed.

Requirements for the Ideal Candidate
We are seeking an organized, team-oriented professional who is passionately committed to helping others. You must have outstanding communication and phone skills, a warm and outgoing demeanor, and the ability to manage your time effectively when faced with a variety of deadlines. You must be highly organized and detail-oriented so that paperwork and any required follow-up are completed accurately and in a timely manner.

• Interested candidates should submit a cover letter, salary requirements, and resume.
• No phone calls, please.

More About Pickler Wealth Advisors

We are a long-established, service-oriented wealth advisory firm. Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing and implementing sensible investment strategies, and providing responsible and dependable service.

We have been recognized as Small Business of the Year by Memphis Business Journal and named to the Inc. 5000 list of the fastest-growing private companies in America.

Our office culture is highly professional and friendly, without sacrificing the quality of our results. As an established, independent wealth advisory firm, we maintain the highest level of professional standards.

Pickler Wealth Advisors | 1135 Halle Park Circle | Collierville, TN 38017

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Physical Setting:

• Office

Education:

• Associate (Preferred)

Experience:

• financial administration: 3 years (Preferred)

Work Location: In person