What are the responsibilities and job description for the Financial Planner Assistant position at Burkett Financial Services, LLC?
Job Title: Financial Planner Assistant – Registered Investment Advisor (RIA)
Location: Rock Hill, SC
Company: Burkett Financial Services, LLC
About Us: Burkett Financial Services, LLC is a client-focused Registered Investment Advisor firm dedicated to providing personalized financial planning and investment management services. We uphold the highest standards of integrity and professionalism, ensuring our clients achieve their financial goals.
Position Overview: We are seeking a proactive and detail-oriented Financial Planner Assistant to support our lead advisory team. The ideal candidate will manage administrative tasks, facilitate client communications, take client meeting notes, and ensure the efficient operation of our office.
Key Responsibilities:
- Assist in the preparation of client presentations and financial reports.
- Maintain client records and ensure data accuracy in our CRM system.
- Prepare and organize client documents, reports, and correspondence
- Manage calendars, schedule appointments, and coordinate meetings for advisors.
- Handle incoming calls and emails, directing inquiries appropriately.
- Ensure compliance with industry regulations and company policies.
Qualifications:
- Associate or bachelor’s degree preferred.
- Proven experience as an assistant, preferably in the financial services or RIA industry.
- Familiarity with financial planning software and CRM systems is a plus.
- Excellent organizational and time management skills.
- Strong written and verbal communication abilities.
- Attention to detail and problem-solving aptitude.
- Ability to handle sensitive information with confidentiality and professionalism.
- Ability to work well with others.
- Willingness to learn new skills and ideas.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Rock Hill, SC 29730 (Preferred)
Ability to Relocate:
- Rock Hill, SC 29730: Relocate before starting work (Required)
Work Location: In person