Finance assistance advisor job description
Updated March 14, 2024
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Example finance assistance advisor requirements on a job description
Finance assistance advisor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance assistance advisor job postings.
Sample finance assistance advisor requirements
- Bachelor's degree in finance, economics or related field.
- At least 3 years of experience in a financial assistance advising role.
- Proficient in Microsoft Office Suite.
- Ability to keep up with changes in tax and finance laws.
- Familiarity with relevant software and databases.
Sample required finance assistance advisor soft skills
- Excellent customer service skills.
- Strong problem-solving and decision-making skills.
- Excellent written and verbal communication skills.
- Ability to work well under pressure.
- Ability to work independently and as part of a team.
Finance assistance advisor job description example 1
Financial Architects Partners finance assistance advisor job description
Job DescriptionAt Financial Architects Inc. (FAI) and FAI Advisors Inc., we are leading the financial services industry through our mission of “Helping People Live a Life of Freedom” by “Simplifying the complexity of money decisions”.
Our people and our culture are the keys to our organization’s success. The following are our core principles that guide and define our organization:
Always Be Trustworthy. Pursue Continuous Improvement. Be Selflessly Oriented. Be Kind and Respectful. Think in Terms of Possibility.
A Financial Advisor Assistant is defined internally as a Client Relationship Coordinator (CRC). This role is responsible for assisting Financial Advisors with their daily operations and working with them as they take their clients through the process of development, delivery and implementation of Financial Architecture. You will help to coordinate and prepare for client meetings and assist the advisors or their clients with their questions, concerns, or account/policy servicing needs.
Daily responsibilities will vary, but may include:
Designated Advisor Support
Liaison between Advisor and Client Scheduling meetings, including reminders and ordering catering services, when needed Maintain and monitor the outlook calendars – check for time conflicts, cancellations, conference room reservations Complete various tasks/projects assigned by advisors Weekly one-on-one meetings with Advisor/s to review upcoming/outstanding items Manage advisor licensing & renewals Sort/review advisor mail, if applicable
Insurance & Investment Client Account Coordination:
Maintain client data in CRM. Maintain client service level tracking system & processes – (Ex. Top clients, and B & C level clients). Look for ways to maximize CRM or other technology programs to increase efficiency. Coordinate & track schedule for client meetings/annual reviews. Handle meeting follow-up tasks. Preparation of client account or policy documents to mail or send via DocuSign. Processing of client account or policy paperwork – or preparing for processing. Collaborate with New Business coordinators on client service needs/updates. Annual Client RMD Tracking and processing. Assist with General Office Task System when backup support is needed. Work with Compliance Officer to maintain the accuracy of compliance rules and regulations.
General Support:
Various coordination of cards, flowers, and donations for client or associate situations (death, sickness etc.) Maintain and organize various client tracking lists such as birthday, anniversary, newsletter, or other marketing lists. Review technology solutions to improve efficiency. Attend and contribute to weekly support team meetings. Work collaboratively with team members in all roles to ensure proper coordination of company projects. Help to answer the main phone line when needed.
Minimum
Qualifications:
Associate's Degree in Business, Finance, or related field. 3+ years of administrative support. A positive attitude with an ethical, and professional demeanor. Flexible and adaptable to change. Proactive and resourceful – take the initiative to ask questions, learn quickly and make things happen. Consistently takes accountability and ownership for their work, as well as issues that may arise. Ability to work effectively on a team and with minimal supervision. Excellent organizational skills – ability to stay on top in fast-paced environment. Excellent written and verbal communication skills. Excellent attention to detail and accuracy. Advanced experience with Windows operating systems and Microsoft Office- specifically Outlook, Word & Excel. Advanced experience with web browsers such as Chrome and internet navigation.
Benefits Include:
Employer paid medical benefits for the employee. Options available for dependents Vision & Dental Plan Options 401(K) with Match Group Life Insurance Paid Vacations & Holidays
About Financial Architects:
We help people live a life of freedom by simplifying the complexity of money decisions.
Our people and our culture are the keys to our organization’s success. The following are our core principles that guide and define our organization:
Always Be Trustworthy. Pursue Continuous Improvement. Be Selflessly Oriented. Be Kind and Respectful. Think in Terms of Possibility.
A Financial Advisor Assistant is defined internally as a Client Relationship Coordinator (CRC). This role is responsible for assisting Financial Advisors with their daily operations and working with them as they take their clients through the process of development, delivery and implementation of Financial Architecture. You will help to coordinate and prepare for client meetings and assist the advisors or their clients with their questions, concerns, or account/policy servicing needs.
Daily responsibilities will vary, but may include:
Designated Advisor Support
Liaison between Advisor and Client Scheduling meetings, including reminders and ordering catering services, when needed Maintain and monitor the outlook calendars – check for time conflicts, cancellations, conference room reservations Complete various tasks/projects assigned by advisors Weekly one-on-one meetings with Advisor/s to review upcoming/outstanding items Manage advisor licensing & renewals Sort/review advisor mail, if applicable
Insurance & Investment Client Account Coordination:
Maintain client data in CRM. Maintain client service level tracking system & processes – (Ex. Top clients, and B & C level clients). Look for ways to maximize CRM or other technology programs to increase efficiency. Coordinate & track schedule for client meetings/annual reviews. Handle meeting follow-up tasks. Preparation of client account or policy documents to mail or send via DocuSign. Processing of client account or policy paperwork – or preparing for processing. Collaborate with New Business coordinators on client service needs/updates. Annual Client RMD Tracking and processing. Assist with General Office Task System when backup support is needed. Work with Compliance Officer to maintain the accuracy of compliance rules and regulations.
General Support:
Various coordination of cards, flowers, and donations for client or associate situations (death, sickness etc.) Maintain and organize various client tracking lists such as birthday, anniversary, newsletter, or other marketing lists. Review technology solutions to improve efficiency. Attend and contribute to weekly support team meetings. Work collaboratively with team members in all roles to ensure proper coordination of company projects. Help to answer the main phone line when needed.
Minimum
Qualifications:
Associate's Degree in Business, Finance, or related field. 3+ years of administrative support. A positive attitude with an ethical, and professional demeanor. Flexible and adaptable to change. Proactive and resourceful – take the initiative to ask questions, learn quickly and make things happen. Consistently takes accountability and ownership for their work, as well as issues that may arise. Ability to work effectively on a team and with minimal supervision. Excellent organizational skills – ability to stay on top in fast-paced environment. Excellent written and verbal communication skills. Excellent attention to detail and accuracy. Advanced experience with Windows operating systems and Microsoft Office- specifically Outlook, Word & Excel. Advanced experience with web browsers such as Chrome and internet navigation.
Benefits Include:
Employer paid medical benefits for the employee. Options available for dependents Vision & Dental Plan Options 401(K) with Match Group Life Insurance Paid Vacations & Holidays
About Financial Architects:
We help people live a life of freedom by simplifying the complexity of money decisions.
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Updated March 14, 2024
Updated March 14, 2024