Office Professional

Summary

Job Description

As an Office Professional youll play a vital role in enhancing our client service experience and supporting our advisors. Your work will directly contribute to the smooth operation of our team and the success of our clients.

In this role you will work with Anne Kersten 75 and Eva Stukenberg 25 both of whom share clients while also running their independent practices.

Working with Anne Kersten:

Work to support her practice assisting clients with a diverse array of products and investments working both independently and within our collaborate team to provide and maintain an exceptional client experience.

Your role will include:

• Client Interaction Support 3040: Accurately record meeting notes and conversation outcomes. Ensure followthrough to keep our services topnotch. Increase role as experience and education/education permit.
• Meeting Preparation 1020: Craft detailed materials for client meetings depending on both array of product type and level of planning each client receives to ensure advisors are wellprepared and clients are well informed. Gather data as needed.
• Operational Support 3040: Assist in maintaining and setting up new accounts through gathering data preparing forms and prefilling applications as experience and education/licensure permit.
• Team Involvement: Act as a backup for other team members essential duties when needed. Participate in business planning and workflow enhancements.

Working with Eva Stukenberg:

Your role will include:

• Client Communication & Support
• Answer phone calls and respond to emails on behalf of the practice with enthusiasm professionalism and attention to detail.
• Document all interactions accurately to maintain seamless client service
• Project Marketing & Event Support
• Assist with marketing initiatives client communications and event planning to enhance engagement with our practice.
• Coordinate logistics and materials to support the client service model.
• Collaboration on Shared Clients
• Provide support for shared clients with Anne Kersten ensuring a consistent and highquality experience across both practices

Who you are:

• Communicator and Collaborator: Your effective communication skills make you a client service star and a dependable team player.
• DetailOriented: You have a keen eye for accuracy especially when managing data client account information and documents.
• Ethical and Accountable: Integrity is nonnegotiable; you approach all aspects of your work with honesty and responsibility.

Preferred qualifications:

• Familiarity with business tools like Microsoft Outlook Word and Excel; a Customer Relationship Management software (like Salesforce);
• Additional education and licensing: You hold a bachelors degree or are nearing completion. Have a strong desire to continue learning and growing.
• Previous financial services industry experience will help you hit the ground running.

Why join us

• Competitive Salary: $52000$60000 annually with potential for growth.
• Hybrid Flexibility: Enjoy a mix of inoffice and remote work.
• Retirement Savings: Matching contributions to support your financial future.
• Healthcare: Employer Health Reimbursement Account to help with medical expenses.
• Professional Growth: Annual tuition reimbursement for continued education.
• Generous Paid Time Off: Because worklife balance matters.

Apply Now
Are you ready to empower inspire and make a difference We are excited to see how you can contribute to our mission. Apply today and take the next step in your career.

As part of Bloom Financial Associates recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.