Assistant to a Financial Advisor

Description:

A registered investment advisory firm is looking for a responsible and dependable assistant in supporting a successful Certified Financial Planner/Vice President in overall financial planning and wealth management practice. With responsibility for day-to-day office details, the Financial Advisor Assistant works with other team members in the practice to help ensure that clients' servicing needs are met and have a wonderful wealth management experience.

Responsibilities & Activities:

• Processes new accounts and account transfers
• Processes new contributions and redemptions
• Communicate with clients on their servicing needs
• Work with compliance tasks to meet firm's and broker dealer's regulations
• Manage customer relationship management software (CRM)
• Schedule and manage client meetings and teleconferencing
• Coordinates state, SEC, and NASD licensing
• Handles miscellaneous operational activities
• Develops and maintains written systems of all their activities
• Coordinate and manage client appreciation events
• Prioritize tasks and projects each day before leaving office

Knowledge, Skills & Abilities:

• Requires:
• Excellent attitude, an extraordinary client service orientation and people skills
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks and handle stress; fast paced environment
• Good computer knowledge
• Higher Education
• Knowledge in Microsoft Office (Outlook, Excel, Word), Morningstar Workstation, Albridge and Redtail CRM is helpful

Prefered Qualficiations

• Work experience in wealth management or financial service industry preferred
• Public Notary
• Minimum 2-3 years of Administrative experience

Hours

• Monday-Friday 8am-4:30pm in office

Salary

• The salary range for this position is $48,000-$55,000 depending on qualifications and experience

Job Type: Full-time

Pay: $48,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Golden Valley, MN 55416: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Are you able to work in office Monday-Friday from 8am-4:30pm?
• How many years of experience do you have working for a Financial Planner?

Experience:

• Administrative: 1 year (Required)
• Wealth management: 1 year (Preferred)
• Financial Services: 1 year (Preferred)

Work Location: One location

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