Financial Services Assistant
Financial Services Assistant (Client Service Admin)
Job Summary:
The primary purpose of the Financial Services Assistant position is to ensure all operational functions are processed efficiently with limited errors, putting the needs of the client first and providing outstanding service every day. This position performs a variety of operational tasks and processes that require an ability to learn brokerage and insurance platforms and systems.
Duties include, but are not limited to the following:
- Communicating with clients to ensure that their needs and expectations are being met
- Maintaining a calendar system for the office and each advisor
- Scheduling and documenting annual reviews
- Creating reports and preparing for client meetings
- Utilizing Redtail CRM and Jump AI notetaker to record client notes and manage workflows
- Creating and monitoring money movement activity
- Establishing new accounts - including brokerage, advisory, annuities and direct-to-funds
- Opening service logs and coordinating with back-office support to ensure resolution
- Coordinating account/documentation requests and monitoring the compliance process
- Planning and coordinating client events
- Managing social media platforms and marketing materials
- Perform special projects as assigned
Minimum Qualifications:
Education/Experience:
- 1-3 years of experience in similar role (preferably financial services)
- Microsoft Office
- Redtail CRM
Competencies:
- Ability to multitask and assist multiple advisors
- Flexibility to work independently and as part of a small team
- Proficient organization and work within a procedural environment
- Desire to learn new applications and systems
- Demonstrates professionalism
- Excellent phone etiquette and communication skills
- High attention to detail
- Strong relationship building skills