Prepare for client meetings by gathering relevant data creating agendas and producing reports and planning materials.
Ensure timely follow-through on post-meeting action items including CRM documentation task creation and client communication.
Coordinate with external professionals (e.g. estate planning attorneys CPAs) to support client objectives.
Input and maintain accurate client data within financial planning software.
Assist in developing and updating financial planning strategies in collaboration with the advisory team.
Conduct research and analysis on investment options and financial products under the guidance of Lead Advisors.
Monitor client financial situations for accuracy completeness and changes requiring attention.
Prepare process and track new account openings transfers and ongoing account maintenance.
Generate portfolio review materials and assist with ongoing account servicing and management.
Communicate with clients via phone email and in person to provide timely professional service.
Monitor and manage the team inbox triaging requests assigning tasks and keeping clients informed of progress.
Interface with internal team members and external parties to ensure client-related tasks are completed accurately and on time.
Support transaction processing and paperwork management in accordance with firm procedures.
Coordinate workflows with team members to maintain operational efficiency and high service standards.
Assist with front office support as needed including greeting clients answering phones and processing checks.
Proactively identify opportunities to improve systems workflows and the overall client experience.
Clearly communicate task status deadlines and obstacles to Lead Financial Planners.
Collaborate with support team members to achieve firm and team objectives.
Assist with trading and rebalancing of client investment accounts.
Participate in and eventually help lead client review meetings.
Expand responsibilities as licensing experience and proficiency grow.
Experience you will need:
Highly organized detail-oriented and proactive in managing tasks.
Strong analytical and financial skills with the ability to interpret data and develop insights.
Effective problem-solving abilities and a team-oriented approach with a no job is beneath me mentality.
Strong persuasive skills.
Excellent interpersonal and communication skills both written and verbal.
Able to work independently while keeping the Lead Financial Planner informed of progress and hurdles.
1-2 years of industry experience preferred.
Bachelors degree (B.A. or B.S.) preferred.
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 12 months.
If not licensed at hire compensation and title will reflect this until fully licensed.
Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
Lilly Grace
#INDEH123
Job Type : Full TimeLocation : Caldwell IdahoPay : Competitive Pay & Benefits!Job DescriptionWhat you will be doing:Prepare for client meetings by gathering relevant data creating agendas and producing reports and planning materials.Ensure timely follow-through on post-meeting action items including...
Job Type : Full Time
Location : Caldwell Idaho
Pay : Competitive Pay & Benefits!
Job Description
What you will be doing:
Prepare for client meetings by gathering relevant data creating agendas and producing reports and planning materials.
Ensure timely follow-through on post-meeting action items including CRM documentation task creation and client communication.
Coordinate with external professionals (e.g. estate planning attorneys CPAs) to support client objectives.
Input and maintain accurate client data within financial planning software.
Assist in developing and updating financial planning strategies in collaboration with the advisory team.
Conduct research and analysis on investment options and financial products under the guidance of Lead Advisors.
Monitor client financial situations for accuracy completeness and changes requiring attention.
Prepare process and track new account openings transfers and ongoing account maintenance.
Generate portfolio review materials and assist with ongoing account servicing and management.
Communicate with clients via phone email and in person to provide timely professional service.
Monitor and manage the team inbox triaging requests assigning tasks and keeping clients informed of progress.
Interface with internal team members and external parties to ensure client-related tasks are completed accurately and on time.
Support transaction processing and paperwork management in accordance with firm procedures.
Coordinate workflows with team members to maintain operational efficiency and high service standards.
Assist with front office support as needed including greeting clients answering phones and processing checks.
Proactively identify opportunities to improve systems workflows and the overall client experience.
Clearly communicate task status deadlines and obstacles to Lead Financial Planners.
Collaborate with support team members to achieve firm and team objectives.
Assist with trading and rebalancing of client investment accounts.
Participate in and eventually help lead client review meetings.
Expand responsibilities as licensing experience and proficiency grow.
Experience you will need:
Highly organized detail-oriented and proactive in managing tasks.
Strong analytical and financial skills with the ability to interpret data and develop insights.
Effective problem-solving abilities and a team-oriented approach with a no job is beneath me mentality.
Strong persuasive skills.
Excellent interpersonal and communication skills both written and verbal.
Able to work independently while keeping the Lead Financial Planner informed of progress and hurdles.
1-2 years of industry experience preferred.
Bachelors degree (B.A. or B.S.) preferred.
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 12 months.
If not licensed at hire compensation and title will reflect this until fully licensed.
Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
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