What are the responsibilities and job description for the Financial Planning Assistant position at Pathfinder Financial Advisory Group?
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
80% Administrative / Business Management
- Schedule client appointments and prepare agendas and forms for appointments
- Prepare correspondence for advisor signature
- Copy and follow-up with home office on related issues
- Conduct client appointment reminder calls and check-in calls on follow up items
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Tracking spreadsheets and other client related items
- Perform other allowable duties as assigned by the financial advisors
20% Client Care
- Greet clients upon arrival
- Scanning and sorting of client documents
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks
- Document client contact/calls
Key Traits of a Successful Planning Assistant
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Proficient in Microsoft Excel
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Positive attitude and sincere willingness to constantly learn and grow
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Associate (Preferred)
Work Location: In person
Salary : $20 - $23