What are the responsibilities and job description for the Financial Planning Assistant position at A Plus Staffing Solutions?
Job Description
Job Description
Role : Account Associate
This role supports the Senior Advisor and team in managing financial planning products and services. It involves overseeing administrative processes, ensuring compliance, and facilitating client communication in a fast-paced environment. Strong problem-solving skills, attention to detail, and the ability to manage multiple tasks efficiently are essential.
Key Responsibilities :
- Manage new business and service processes for investment and insurance products.
- Oversee paperwork and processing, including investment suitability requirements, insurance underwriting, and investment transfers.
- Maintain proactive communication with clients and advisors regarding underwriting status, investment transfers, and other financial matters.
- Ensure client files comply with firm and broker / dealer standards.
- Assist in developing and updating firmwide training manuals and workflows.
- Provide backup support for client service, including answering calls and assisting walk-in clients.
- Collaborate with internal teams to improve processes and enhance efficiency.
Qualifications
Why Join Us?
Compensation & Benefits
Location & Relocation Requirement
If you’re ready to take the next step in your financial services career , apply today!
Company Description
A Plus Staffing Solutions excels in connecting top talent with employers across various industries, offering customized staffing solutions for both short-term and permanent needs. With operations in Florida and Ohio, we also service clients nationwide. Our extensive experience ensures that job seekers and employers alike benefit from efficient, effective employment matches that enhance productivity and reduce turnover. Discover more about our services and how we can help you achieve your staffing goals on our
Company Description
A Plus Staffing Solutions excels in connecting top talent with employers across various industries, offering customized staffing solutions for both short-term and permanent needs. With operations in Florida and Ohio, we also service clients nationwide. Our extensive experience ensures that job seekers and employers alike benefit from efficient, effective employment matches that enhance productivity and reduce turnover. Discover more about our services and how we can help you achieve your staffing goals on our
Salary : $55,000 - $65,000