Financial Advisor Assistant

Financial Advisor Assistant

Rachor Financial is looking for a highly organized, detail-oriented candidate to join our firm’s client relations team as a Financial Advisor Assistant. The Financial Advisor Assistant will work closely with the advisors on a daily basis helping them service our clients and will play an integral part of our day-to-day operations.

Qualifications for ideal candidates must include:

• Passion for Financial Planning and Investment Management
• Proficient in Word, Excel, and Outlook
• Organized, Efficient and Professional Work Ethic
• Great Communication Skills
• Ability to thrive in a fast-paced environment
• Impeccable attention to detail and accuracy while balancing multiple tasks and projects
• Self-motivated, diligent, hard-working, accountable, positive attitude
• Strong customer service skills required

Additional preferred qualifications include:

• Experience working in financial services
• Minimum familiarity with account types, mutual funds, stocks, financial planning, etc.
• Bachelor’s Degree in General Business, Finance, or Accounting – current or expected within 2 years

Duties include but not limited to:

• Attend and take notes during client meetings with advisor
• Be main point of contact for clients when calling/emailing with questions and requests
• Maintain CRM(Redtail), enter new clients, update job flows and log communication & activity
• Organize and scan information as needed to client files
• Work with advisor to prepare financial proposals, lifetime cash flow plans, and tax projections.
• Request client information from custodians and other product companies.
• Assist with new client onboarding, including generating paperwork and contracts
• Work closely with other departments within the company to complete client tasks
• Assist advisor with other duties as needed

Job Type: Full-Time (40 hours per week Monday through Friday with the possibility of over-time when needed)

Pay: Competitive

Benefits:

• Health Insurance
• Life Insurance
• Medical and Vision Reimbursement Plan
• Dental Reimbursement Plan
• Paid Time Off
• Holiday Pay
• Professional Development Assistance
• Tuition Reimbursement