What are the responsibilities and job description for the Assistant to Financial Planner in Napa, CA position at Fusion Wealth Advisors?
About the Firm
We are a financial advisory practice located in Napa, CA. Our team is cohesive, collegial, fast-paced and professional. We are dedicated to a client-centered approach that makes every client feel like our only client. We are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, reduction of taxes, estate planning and other long-term wealth management objectives. Together, we provide our clients with an extraordinarily high level of service. With a commitment to nurturing generational wealth and providing hands-on financial education, we aim to be more than just advisors; we strive to be lifelong partners in our clients financial success.
The position of Administrative Assistant will have an Insurance Specialist focus and requires a wide variety of in-person support functions, thus making a significant contribution to the success of the practice. The individual in this role will support the insurance division of our practice by providing comprehensive administrative, client relations, and service support. Responsibilities are outlined below, but may not be all inclusive.
Responsibilities
Administrative Support
- Answer phones, route calls and take / distribute messages
- Offer a warm welcome to clients entering the office, greeting them by name, offering refreshments and doing what is appropriate to ensure their experience is pleasant
- Maintain all office machines, renew any contracts and learn how to use all equipment
- Order and maintain office supplies
- Maintain overall cleanliness of office
- Provide support for inputting and maintaining client database and coordinate quarterly client mailings
- Schedule client review appointments
Insurance Client Service & New Business
Financial Planning
Compliance
Requirements
Experience
We Offer
A robust benefits package including health insurance, FSA, 401k and Profit Sharing, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.
To Apply
Email your resume and cover letter to melanie@fusion-wa.com.
Advisors in this practice are registered representatives of Osaic Wealth.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC. Osaic Wealth is separately owned and other entities and / or marketing names, products or servers referenced here are independent of Osaic Wealth.