Entry-Level Financial Planning & Consultant (Remote)

Financial Services Professional Highly desirable administrative service position in a financial advisory practice with fully paid medical, dental and a 3% contribution to your 401(k). Opportunity to be an integral member of a three person team, responsible for opening accounts, client service, and compliance with fiduciary regulations. Requires a self-starter and independent worker with high discernment and follow-up skills. The role ensures the accuracy of transactions, oversees account maintenance, and acts as a liaison with the broker/dealer. Familiarity with financial services administration through work experience in brokerage firms, bank advisory, independent wealth practices or retirement plan management are a must. Principal Responsibilities Must possess excellent communication skills to facilitate processes within a team environment Meet with clients to complete paperwork; ensure all required forms are completed fully and accurately. Generate reports and presentations for advisor meetings with clients. Provide total office coverage in the absence of advisors or other employees Track pending business paperwork; update pending business summary sheet for advisor's attention when documents are outstanding; track and tally all outstanding work weekly Build and maintain relationships with prospects and clients Organize client appreciation events and seminars Spearhead marketing programs for prospects and/or clients using tools such as mail merge. Update and maintain Customer Relationship Management (CRM) system of clients and prospects to ensure accuracy and maximize effectiveness of data Ensure check deposits and withdrawals are made in a timely and accurate manner. Oversee all areas of compliance Manage and resolve client service problems Maintain up-to-date organized client files, including copies of all signed applications and forms, according to compliance requirements. Prepare and send outgoing mail. Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks). Other duties, as assigned Preferred Knowledge/Skills/Competencies Bachelor's degree from a 4 year college or university Vast Experience in the financial services industry Licensed (Series 6, 7, 63, 65) Proficient in Spanish Knowledge and/or experience with qualified plans Required Knowledge/Skills/Competencies At least three years experience in an administrative role within a financial services firm Ability to think conceptually and high attention to detail A self-starter who can work independently Ability to handle multiple tasks and operate under tight deadlines Detail-oriented; strong math, decision-making, and analytical skills Sufficient patience to do repetitive work correctly Demonstrated ability to work in fast-paced environment Excellent organizational and time management skills Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.) Familiarity with basic marketing concepts and practices An amazing attitude and extraordinary customer service skills Ability to think on one's feet with changing situations Outstanding computer skills, including knowledge of CRM software programs and MS Office Suite (Word, Excel, and PowerPoint) Technical aptitude, including strong PC, Internet, and software skills Superior interpersonal, oral, and written communications skills in person, through email and on the phone Ability to break down complex objectives into discrete steps and tasks to facilitate successful implementation Exceptional customer service experience Ability to interact with people across all levels of the business Ability to effectively prioritize workload and meet deadlines Strong work ethic #J-18808-Ljbffr