Financial Service Planning Associate

Newport Beach, CA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Financial Service / Planning Associate
Newport Beach CA

What Youll Do

We are seeking a creative well-organized and self-motivated individual with strong professional communication skills to provide support in financial planning client services and general administration. You will report to the Managing Director/Partner. You need to be a service-oriented coachable team player who is flexible adaptable and willing to assist with and learn about different roles within the company.

Help with data collection data input and presentations for financial planning

Collaborate with advisors to provide tailored client solutions
Provide customer service to clients and manage the administration of client financial accounts including financial transactions.
Help set up new investment accounts drafting emails preparing customer welcome materials account distributions and other onboarding tasks
Prepare essential documents and PowerPoint-based presentations for client meetings
Maintain client files within the Salesforce CRM system
Prioritize and organize workflows and collaborate in all facets of operations
Respond to client questions regarding accounts and procedures
Offer administrative and office management support to the team
Assist with marketing-related functions and business development activities

What Youll Bring

BA/BS degree in finance or related field

Series 7 66 63/65 CA Insurance License not required but preferred

3 years of experience in Financial Services (Including internships involving customer service or financial analysis)

Experience using MS Office applications such as Word Excel and PowerPoint

Detail-oriented with the ability to prioritize and organize workflow

Ability to work in a fast-paced high-intensity work environment

Self-starter and able to work independently

Superior interpersonal organizational and client service skills

Experience with financial software preferred but not required: eMoney Money Guide Pro Salesforce Nitrogen

Flexible and willing to perform other tasks as assigned

Financial Service / Planning Associate Newport Beach CA What Youll Do We are seeking a creative well-organized and self-motivated individual with strong professional communication skills to provide support in financial planning client services and general administration. You will report to the M...