Financial Services Coordinator

CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services to guide individuals and families toward lasting financial prosperity. We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class clients. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyone—not just the wealthy. 

Through our one-stop-shop approach, we make high-quality financial services affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones. 

Join CSI Group and become part of a team transforming lives and communities by delivering meaningful, lasting financial solutions. We value your contributions and invest in your growth! 

Position Purpose: The LPL Registered Administrative Associate supports the Financial Services Team in the implementation of investments, operations, and client service for the Investment Services program. A fully licensed assistant shares many of the same responsibilities as the Financial Advisor to ensure clients receive the same level of service in the Financial Advisor’s absence. 

Key Responsibilities: 

Investment and Client Support: 

• Develop a general understanding of the firm’s investment products and assist clients with their needs when the Financial Advisor is unavailable. 

• With the same licensing as the Financial Advisor, contribute to increasing service levels and production. 

• Assist in the efficient operation of the Investment Services program by managing the Financial Advisor’s appointment schedule. 

• Provide administrative support to the Financial Advisor, including managing client interactions, and processing orders (if licensed). 

Operations and Service Support: 

• Coordinate and maintain the Financial Advisor’s daily workflow and appointments. 

• Address client inquiries and assist in resolving concerns. 

• Keep up-to-date with the financial institution’s investment product offerings and changes. 

• Perform other administrative and operational duties as required. 

Qualifications: 

• Ideal candidate would have experience using LPL – ClientWorks.  

• Active and clean General Securities license (Series 7) and Life/Health Insurance licensing. 

• A four-year degree in Finance or a related field is preferred. 

• Highly organized with a self-starting attitude. 

• Proficiency in office tools, including Microsoft Word and Excel. 

• Demonstrate the ability to identify, research, and solve problems quickly. 

• Excellent interpersonal skills with the ability to interact professionally with colleagues, clients, and dealers. 

• Strong listening skills, quick learning ability, and efficient work organization. 

• Ability to work with minimal supervision and adapt to shifting priorities as needed. 

Key Competencies: 

• Strong problem-solving and critical thinking skills. 

• High level of professionalism and customer service orientation. 

• Ability to manage multiple tasks and adapt to changing priorities. 

Work Environment: 

• In-office work environment (Monday – Friday, 9a – 5p) 

• Professional office setting with opportunities for professional development and growth. 

This role offers an excellent opportunity for individuals passionate about financial services who want to contribute to a dynamic team while supporting clients in achieving their financial goals. If you are organized, proactive, and ready to support a Financial Advisor’s efforts, we encourage you to apply. 

Salary : $27