What are the responsibilities and job description for the Financial Planner Assistant position at Raymond James Financial Services?
Overview
We are seeking a highly organized and detail-oriented Financial Planner's Assistant to support our financial planning team. The ideal candidate will have a passion for finance, excellent communication skills, and a proactive attitude. This role is essential in ensuring our clients receive exceptional service and that our financial planners can focus on delivering comprehensive financial strategies.
Responsibilities
Key Responsibilities:
- Assist financial planners in preparing for client meetings, including gathering necessary documents and information.
- Maintain and update client records in our financial planning software and CRM systems.
- Schedule appointments and manage calendars for financial planners.
- Prepare financial reports, presentations, and proposals for clients.
- Research financial products, market trends, and economic conditions to support planning strategies.
- Communicate with clients to gather information, answer questions, and provide updates on their accounts.
- Assist in the preparation of compliance documentation and ensure adherence to regulatory requirements.
- Handle administrative tasks such as filing, data entry, and managing correspondence.
- Support marketing efforts, including social media management and client outreach initiatives.
- Participate in ongoing training and development to enhance financial knowledge and skills.
Qualifications:
- Previous experience in a financial services environment or as an administrative assistant (preferred).
- Strong understanding of financial concepts and products.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and financial planning software.
- Excellent organizational skills and attention to detail.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- A positive attitude and a commitment to providing exceptional client service.
No benefits: This position will grow as the business grows. Option for future retirements and health benefits and BONUS structure based on revenue.
Job Type: Part-time
Pay: $20,800.00 - $26,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Compensation Package:
- Bonus opportunities
- Yearly bonus
Schedule:
- Day shift
Ability to Commute:
- Astoria, OR 97103 (Required)
Ability to Relocate:
- Astoria, OR 97103: Relocate before starting work (Preferred)
Work Location: In person
Salary : $20,800 - $26,000
