POSITION SUMMARY
Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients while providing exceptional service? If so, you may be the person we are looking for to work at our agency.
We are looking for a Financial Assistant to provide a variety of support to our financial advisors. Riesterer Financial offers comprehensive financial planning services to meet the various needs of clients. As a client orientated firm, we need an individual who shares our desire to help clients achieve their financial goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Prepare and process applications and paperwork from start to finish and have some knowledge of compliance, reviewing for completeness before submission and track pending business paperwork.
- Anticipate advisor needs and handle them proactively.
- Maintain financial advisor and client files.
- Assist advisors in client meeting preparation.
- Industry research and client analysis of assets.
- Contact clients to maintain and enhance relationships or obtain updated information
- Update and use CRM system efficiently to handle tasks, scheduling, follow up, new client entry.
- Answer phone calls, handle customer service, client needs, schedule meetings.
- Provide coverage in the financial department when needed.
- Additional responsibilities when needed.
KNOWLEDGE, SKILLS AND ABILITIES
- Experience with business technology (e.g., Outlook, Microsoft Office, Adobe and CRM system).
- High school diploma/GED required college degree a plus.
- One or more years of customer service experience.
- High level of efficiency with strong attention to detail.
- Strong verbal and interpersonal skills and the ability to organize and prioritize work.
- Driven to succeed and is motivated to help others.
- Self-motivated, independent, and dependable.
- Exceptional problem-solving skills with the ability to work in a fast-paced environment.
- Ability to maintain integrity of sensitive/confidential information.
ADDITIONAL INFORMATION
- A background check and fingerprinting are required and will be conducted upon hire.
- Full-time, non-exempt position (hourly/entitled to overtime pay), 40 hours per week, 8am – 5pm Monday through Thursday, 8am – 3:30pm Friday. Hours may vary based on occasional variation in workload.
- Benefits: retirement plan, 7 ½ paid holidays, paid vacation, paid time off, bereavement leave.
Job Type: Full-time
Pay: $37,000.00 - $47,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Work Location: In person
