Position Summary: Financial planning firm in Centennial, CO seeks full time practice manager.
Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.
Working hours are 8:30 to 5:00. Some evenings are required, but rarely more than one per month.
Position Overview: The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues and maintaining files. Other responsibilities include providing marketing, client relationship and compliance support. FINRA series 7 registration is preferred.
Previous customer service experience
Previous office experience
Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner
Ability to investigate, research, and resolve problems or concerns
Ability to maintain confidentiality
Ability to make rule-based and analytical decisions
Ability to organize, prioritize and handle multiple tasks
Ability to pay close attention to detail, work under pressure and meet deadlines
Ability to take complete and accurate notes
Skill in operating various office equipment including personal computer, fax machine, copier, etc.
Skill in utilizing various software packages such as Microsoft Office & Outlook
Skills in verbal and written communication
Perform general administrative and support functions for the office as required.
Prepare performance reports and appraisals.
Place trades and adjust allocations.
Organize, coordinate, and maintain all client paperwork.
Correspond with clients to complete new accounts, asset transfers, and other forms.
Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face.
Research and resolve client service problems or errors as needed.
Record all transactions on appropriate logs.
Set up client files correctly and obtain necessary information.
Perform other duties and projects as assigned.
About The IRA Specialists
The IRA Specialists is a financial advisory firm with an emphasis on IRAs and company retirement plans. Our clients are largely fifty and older who are preparing for retirement as well as those who are retired and employing strategies to grow and protect their assets. Our revenue derives almost entirely from assets under management with little commission-based business. Our approach with clients is consultative and respectful. We pride ourselves on the number of decades-long relationships with a large percentage of our clients.