What are the responsibilities and job description for the Practice Manager Executive Assistant - Financial Planning position at Summit Advisors LLC?
Job Description
Job Description
We are seeking a Practice Manager to become a part of our team! You will be required to learn and maintain multiple online financial planning and tax preparation systems, and provide our clients with the top-shelf service that they have come to expect.
Responsibilities :
- Manage Client existing Schwab brokerage accounts and set up new accounts as needed.
- Maintain compliance records as required by FINRA and the SEC.
- Process new account applications for annuities and life insurance.
- Work with our tax clients to collect and input preliminary tax preparation data.
- Provide Client-Centric customer service for all lines of business.
Qualifications :
Company Description
Boutique Financial Planning and Tax Preparation firm in Seminole, Florida. We provide highly personal tax and financial planning services to our clients based upon the 40 years of experience of our Principal, who is a Certified Financial Planner (CFP).
Company Description
Boutique Financial Planning and Tax Preparation firm in Seminole, Florida. We provide highly personal tax and financial planning services to our clients based upon the 40 years of experience of our Principal, who is a Certified Financial Planner (CFP).