What are the responsibilities and job description for the Wealth Management Coordinator position at NorthStar Wealth Group?
About Our Team:
We are a dynamic and collaborative team at NorthStar Wealth Group, committed to delivering exceptional client service and investment solutions.
We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. This role is crucial in maintaining a high level of client servicing and supporting our advisors on various tasks.
What You'll Do:
- Provide excellent customer service to clients, answering their questions and resolving issues promptly and efficiently
- Assist clients with a range of financial needs, including opening accounts, processing transactions, and administrative assistance
- Collaborate with other team members to improve processes and enhance the client experience
Potential Career Advancement:
This role is designed as a stepping-stone to become a Financial Advisor or Manager. Prior experience can grant the right candidate a fast track through the pathway.
Qualifications and Requirements:
- Interest in becoming a Relationship Manager
- Highly organized and detail-oriented
- Excellent communication skills
- Ability to work effectively under pressure
- Strong time management skills with an ability to handle multiple tasks simultaneously
- Proficient in Microsoft Office Suite
- Ability to acquire FINRA Series 7, Series 66, and Illinois Life & Health Licenses within 180 days of employment
- Willingness to grow and evolve within the company
