Financial Planner Assistant Support Specialist
2 weeks ago
We are seeking a highly skilled and motivated Financial Planner Assistant Support Specialist to join our team. In this role, you will provide administrative support to top producing Financial Planners, Investment and Retirement Planning, in meeting sales objectives and related activities.
About the OpportunityThis is an exciting opportunity for a proactive and organized individual to join our dynamic team. As a Financial Planner Assistant Support Specialist, you will be responsible for providing value-added administrative services and support, including client contact management, developing relationships with service partners, and ensuring operational guidelines are adhered to.
Key Responsibilities:- Manage Investment and Retirement Planner's email and mail, proactively responding to correspondence and prioritizing tasks
- Ensure Financial Planner's diary is effectively time-managed to create capacity for all required activities
- Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently
- Sales-oriented, self-motivated, and self-managed with excellent communication skills
- Proven ability to multi-task, prioritize, and work in a fast-paced environment
- Excellent organizational skills with attention to detail
- Strong computer skills with proficiency in Microsoft Office
- Competitive salary: $45,000 - $60,000 per year, depending on experience
- Total Rewards Program, including bonuses and flexible benefits
- World-class training program in financial services
- Opportunities for career development and advancement
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