What are the responsibilities and job description for the Operations Specialist position at Falcon Wealth Planning, Inc.?
JOB SUMMARY
The Operations Specialist supports and assists financial advisors in all aspects of the client experience. This individual prepares and processes client paperwork; researches and resolves account-related issues; and communicates with clients, internal associates, and third parties. This role works closely with all departments to provide a first-rate experience for all clients.
As an Operations Specialist with Falcon Wealth Planning you will be part of a rapidly growing financial planning firm. Your experience is a vital part of our success, and we will provide you with all the training and resources you need. You may also qualify for advancement to other positions depending on your credentials.
JOB DUTIES
- Prepares, processes, tracks, and follows up on paperwork for new and existing clients
- Communicates with clients, internal associates, and external professionals to research and resolve account related issues
- Prepares, processes, tracks and follows up on money movement requests
- Assists operations manager and other departments on projects as needed
REQUIRED EXPERIENCE/QUALIFICATIONS
- Ability to communicate with clients and associates in a clear and concise manner
- Familiarity with Microsoft Office Suite
- Ability to organize and prioritize work to meet deadlines
- Strong attention to detail & accuracy, and commitment to quality
- Flexibility to change priorities and support other associates
PREFERRED EXPERIENCE/QUALIFICATIONS
- Bachelor’s degree
- Relevant educational or professional experience (finance, accounting, or business administration)
ABOUT FALCON WEALTH PLANNING
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. We are proudly a FEE ONLY Registered Investment Advisor and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Falcon Wealth Planning was founded in 2015 with a focus on tax-efficient comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced triple digit growth annually, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors. Falcon Wealth Planning has also been recognized by Inc. Magazine as one of the 2018 Best Workplaces.
Job Types: Full-time, Internship
Pay: $30,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- Finance: 1 year (Preferred)
License/Certification:
- Driver's License (Preferred)
Work Location: In person
Salary : $30,000 - $60,000
