Description:
This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a full-time position with a flexible work schedule. Remote work is possible for the right candidate following in-person training in our Cranston RI office. This position could also be part-time with the right candidate.
Responsibilities:
Client Care
· Review, prepare documents and update client information as needed for client review meetings
· Manage and resolve client service problems
· Perform other allowable duties as assigned by the financial advisor(s)
· Set up and maintain client management system
· Call clients or prospects to set up meetings or appointments
· Assist with coordination of client appreciation events and seminars
· Assist with client mailings
Business Processing
· Work with home office to ensure accurate account setup and resolve issues
· Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
· Maintain files and records in accordance with the records retention policy
Qualifications:
Must haves
· Strong analytical, verbal communication, and writing skills
· Strong attention to detail, positive attitude and desire to learn
· An interest in financial planning, client service and investment management
· Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
· Ability to work independently
· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
· High School Diploma, or equivalent
Successful Candidates are
· Independent self-starters
· Process-driven, multi-taskers
· Organized with strong time management skills
Nice to Haves
· Bachelor’s Degree
· Case Management experience
· Robust, in-depth Customer Service experience
· Series 7 and 66
Job Type: Full-time
Salary - $55,000 - $60,000 per year
Benefits:
- 401(k) with company match
- Health, Dental and Vision insurance
- Life Insurance
- Long Term Disability Insurance
- Employee assistance program
- Flexible schedule
- Paid time off
Application Requirement
Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:
- Describe your current work situation and why you are applying for this role.
- What interested you in this role?
- What specific skills do you possess that will help you succeed?
- Describe your experience that relates to this position.
- Confirm you saw the pay rate for this position and that it meets your expectations.
- Why should we hire you.
Salary :
Remote / Work from Home
Activate JobCopilot
Your email job alert is now active!