Financial Assistant
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you!
Our well-established and growing financial firm in Wichita, KS is seeking to add an experienced Licensed Financial Assistant to the Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.
Key Traits:
- Strong initiative
- Positive attitude
- Persistence
Minimum Requirements:
- Bachelor’s Degree preferred
- 3+ years of financial services experience
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Experience with CRM preferred, but not required
Position Responsibilities:
- Prepare and process paperwork needed for client meetings
- Assist advisors with meeting individual and team goals
- Back up support to receptionist for incoming calls
- Follow up processing paperwork until policy is issued
- Assist clients with any client service needs
- Send and receive daily correspondence from clients
- Submit & track client service requests to carriers
- Prepare and maintain a variety of industry-specific reports
- Understand investment products used & recommended for clients
- Persistence to achieve goals and ability to fulfill unique role in a cooperative team environment
Salary:
Benefits:
- 10 days PTO
- 8 paid holidays
- 100% health insurance premium for individual
- 7% profit share
- 3% safe harbor
Presented by Advisor Employee Services
Thank you for your interest in the Licensed Financial Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
