What are the responsibilities and job description for the Financial Planning Assistant position at Vawter Financial?
Send resumé & cover letter to jackie@vawterfinancial.com
Financial Planning Assistant Job Description
We are a nationally known fee-only wealth management firm in Columbus, Ohio seeking a Financial Planning Assistant to join our team.
We specialize in wealth management using a personalized approach for high-net-worth individuals and small business owners. We are currently seeking a dedicated team player who is eager to learn and contribute to our company. Our Financial Planning Assistant requires a bright, hardworking, goal-oriented, self-motivated, passionate, personable, and professional individual that also has a good sense of humor.
Position Overview
Work closely with advisors & client services team to coordinate communication with our clients and assist in routine administrative needs. Initially, the primary responsibilities will center on client communication assistance such as assisting in client onboarding and general assistance with office operations. A qualified candidate will be detail-oriented, structured, and have a high degree of follow-through.
Initial Key Areas of Responsibilities:
- Assists with Onboarding - Coordinate new and ongoing client account paperwork
- Work with other team members as needed
- Prepare paperwork for electronic signature or mailing
- Follow up on all processed paperwork through completion
- Process account transactions and forms, and follow up in a timely manner
- Bring resolution to clients’ questions and issues as they arise
- Assist with action items that come from client meetings
- Assist clients with website issues and password resets
- Assist in keeping databases organized and clean
- Updating Client and Prospect File Folders
- Archiving electronic documents
- Scan and file client forms and documents as needed
Key Qualifications:
- The most qualified candidates will typically possess the following:
- Good attention to detail and a self-starter.
- Financial services experience preferred
- Takes initiative to research and resolve issues
- Proficient in MS Office (Excel, Word); aptitude for technology
- A commitment to accurate and high quantity work.
- Two-year degree preferred
- Is motivated for self-improvement and for that of the firm; strives to be a great team player
- Fun to work with...
- Are you a person other staff members would want to “have a beer with” after work?
- Do you have a good sense of humor?