Financial Assistant

It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned, financial services company in Parma, OH. We are looking to add a full-time Financial Assistant to our team.

Our Investments in You:

· Health insurance

· Dental insurance

· Vision insurance

· Retirement Plan

· PTO

The Expertise We’re Looking For:

· Prior experience in new business processing, loan processing, or some type of financial experience (Preferred)

· Prior Client Service Experience (Required)

· Proficient with Microsoft Office Suite (Required)

· High school degree (Required)

· Prior experience with DocuSign (Preferred)

· Prior experience Working in Financial Advisory Industry (Preferred)

A Successful Financial Assistant Is:

· Detail oriented with strong follow-up processes

· Able to work independently and as part of a team

· Proven time-management and organizational skills in high-volume and high-energy environments

· Strong in seeing things through to completion

· Great with communicating via phone, email and in person

· Being able to create and follow processes and procedures

What You Will Be Responsible For:

· Collect all vital information for all paperwork

· Complete investment account opening paperwork and annuity and life insurance applications

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Track application and new account set up and follow-up on all pending business

· Track transfer of funds and follow-up with carriers

· Provide all needed information and material for delivery

· Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.

· Collect all vital information to execute requests or required post issue functions

· Perform tasks required to execute Required Minimum Distributions (RMDs)

o Calculate RMDs

o Schedule time with agent/advisors to determine which accounts to pull RMDs

o Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested

o Submit completed forms to companies

o Track all distributions made and RMD met

· Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.

· Process any annuity surrenders

· Monitor annuity policies for annual reallocation

· Provide all needed information and material for delivery

· Be a back up to answer phone calls and to help with calendar appointment reminders

· Assist with prospect and client events as needed

· All other duties as assigned

Pay: $40,000

Check us out!

- Website: https://brooksidetax.com/

- TV Appearances: https://brooksidetax.com/brookside-on-tv/

- Podcast: https://brooksidetax.com/brookside-podcast/

If you feel like we would be a good fit for each other, apply now!

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Ability to Relocate:

• Parma, OH 44130: Relocate before starting work (Required)

Work Location: In person

Salary : $1,000 - $40,000