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Financial Planning Assistant

Cadence Wealth Management Solutions
Rochester, NY Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 3/23/2025

Cadence Wealth Management Solutions, A private wealth advisory practice of Ameriprise Financial Services, LLC

Our team provides financial, investment and retirement planning for individuals, families, and businesses. We are looking to fill a full-time position for a motivated individual who will help support the smooth operation of our fun and friendly financial planning group in Brighton.

This role provides client relationship and general practice management support through gathering client data, helping prepare forms and client files, set up and follow up of new business and performing other business management tasks as needed. The candidate will support multiple advisors and their support team.

Primary Responsibilities:

  • Complete new client onboarding & service request forms for existing clients
  • Assist and follow up with client transactions, paperwork, correspondence, meeting preparation
  • Schedule and confirm client appointments
  • Scan documents and document client contact
  • Follow up with home office when needed
  • Perform allowable duties and special projects as assigned

Requirements:

  • Ability to maintain the highest level of confidentiality
  • Positive attitude and extraordinary client service
  • Excellent verbal and written communication skills
  • Able to work independently and in a team environment
  • Excellent organizational and time-management skills
  • Attention to detail and problem-solving skills
  • Strong computer skills a must
  • Professional telephone manner
  • Strong interpersonal skills
  • Associate’s degree or equivalent experience preferred

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan

Schedule:

  • Monday to Friday

Education:

  • High school or equivalent (Preferred)

Ability to Relocate:

  • Rochester, NY 14610: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $50,000

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