Well established, successful boutique wealth management and financial planning firm located in Deerfield Beach, Florida, desires a Wealth Management & Financial Services ParaPlanner/Financial Planner to work with the principals in all aspects of their business. Responsibilities include the following:
Interact directly with clients, vendors and various internal administration.
Will work with Microsoft Excel, Microsoft Word, PowerPoint and Microsoft Outlook. Learn and utilize various computer programs including, but not limited to: Advisor Assistant CRM, Morningstar Advisor Workstation, Captools Portfolio Management software.
Assist the principals in the preparation for client meetings, including creating account reports and required documentation. Provide support to ensure financial materials are recorded and accurate.
Schedule meetings with clients and external vendors.
Effectively manage communication between clients, principals. Maintain a task log to track daily requirements, including money transfers and trade activity.
Work on special projects as delegated by principals.
Ability to adapt to a rapidly changing business and technology environment.
Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable federal regulations.
Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, and staff in a timely and professional manner.
General office administration.
Other miscellaneous tasks as assigned.
The ideal candidate will provide exemplary client service, help with investment research and monitoring, and assist within various other areas of the firm.
Bachelor's degree required
Long term career seeker
Exceptional organizational, written and verbal communication skills. Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
CFP® candidate, CFP professional, or other applicable designations a plus
Advanced computer proficiency in Microsoft Excel, Microsoft Word, PowerPoint and Microsoft Outlook. Ability to quickly learn and utilize various computer programs including, but not limited to: Advisor Assistant CRM, Morningstar Advisor Workstation, Captools Portfolio Management software.
Very strong organizational skills and ability to multitask and prioritize duties and the ability to meet urgent deadlines.
Very strong communication and interpersonal skills.
Detail oriented and a team player.
Strong client first value system with highest level of ethics and reliability.
Additional Salary Information: Benefits include•Potential Bonuses•Health plan•Dental plan•Paid sick days•Paid holidays•Specialized professional education•Opportunity for advancement
Well established, successful boutique wealth management and financial planning firm located in Deerfield Beach, Florida. As a boutique firm, we focus on working closely with high net worth clients to establish long-term relationships. We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on excellent client service. We maintain a manageable client base in order to allow us to focus our resources on our client’s unique needs.