What are the responsibilities and job description for the Financial Assistant position at Riesterer Financial?
POSITION SUMMARY
Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients while providing exceptional service? If so, you may be the person we are looking for to work at our agency.
We are looking for a Financial Assistant to provide a variety of support to our financial advisors. Riesterer Financial offers comprehensive financial planning services to meet the various needs of clients. As a client orientated firm, we need an individual who shares our desire to help clients achieve their financial goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Prepare and process applications and paperwork from start to finish and have some knowledge of compliance, reviewing for completeness before submission and track pending business paperwork.
- Anticipate advisor needs and handle them proactively.
- Maintain financial advisor and client files.
- Assist advisors in client meeting preparation.
- Industry research and client analysis of assets.
- Contact clients to maintain and enhance relationships or obtain updated information
- Update and use CRM system efficiently to handle tasks, scheduling, follow up, new client entry.
- Answer phone calls, handle customer service, client needs, schedule meetings.
- Provide coverage in the financial department when needed.
- Additional responsibilities when needed.
KNOWLEDGE, SKILLS AND ABILITIES
- Experience with business technology (e.g., Outlook, Microsoft Office, Adobe and CRM system).
- High school diploma/GED required college degree a plus.
- One or more years of customer service experience.
- High level of efficiency with strong attention to detail.
- Strong verbal and interpersonal skills and the ability to organize and prioritize work.
- Driven to succeed and is motivated to help others.
- Self-motivated, independent, and dependable.
- Exceptional problem-solving skills with the ability to work in a fast-paced environment.
- Ability to maintain integrity of sensitive/confidential information.
ADDITIONAL INFORMATION
- A background check and fingerprinting are required and will be conducted upon hire.
- Full-time, non-exempt position (hourly/entitled to overtime pay), 40 hours per week, 8am – 5pm Monday through Thursday, 8am – 3:30pm Friday. Hours may vary based on occasional variation in workload.
- Benefits: retirement plan, 7 ½ paid holidays, paid vacation, paid time off, bereavement leave.
Job Type: Full-time
Pay: $37,000.00 - $47,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Work Location: In person
Salary : $37,000 - $47,000