What are the responsibilities and job description for the Administrative Assistant - Financial Advisor position at Zimmer Financial Group?
Title: Financial Advisor Client Service Associate
Become a key team member in a family-owned company working directly with one or more dedicated Advisors to assist with the administrative needs of clients. Financial industry experience preferred but not required.
Discretionary annual bonus up to $10,000 annual profit sharing contribution.
Annual salary based on industry experience and qualifications.
Duties & Responsibilities:
- First point of contact interacting directly with clients - research and resolve questions, manage Advisor schedules, answering phones and/or taking messages as needed.
- Take ownership of the new client onboarding process - tracking all open items with strong attention to detail and priority.
- Manage CRM application to perform various functions such as inputting and updating contact entries and utilizing the dashboard to track tasks, run client reports, etc.
- Create and submit client paperwork, update account statements, facilitate money movements on behalf of clients.
- Greet clients, ensure client comfort, and interact positively with clients on a daily basis.
- Create and run reports in specialized financial software applications.
- Create and update Excel reports.
- Assist with special projects as required, such as organizing client or employee events.
Experience & Qualifications:
- Associate or Bachelor degree (Preferred)
- Financial licenses (SIE, Series 6, Series 7) a strong plus
- Previous administrative assistant experience, experience in the financial planning and/or securities industry (Preferred)
- Proficiency in Microsoft Office is required; experience with CRM applications, portfolio management and document management software is a plus
- Continuously exhibits personal integrity and professional initiative
- Must be organized, detail-oriented, and able to prioritize in a fast-paced environment
- Flexible team player who is highly adaptable and ready to work hard in a fun, relaxed office setting.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Salary : $50,000 - $70,000