Financial Planning Assistant Position Available In Westchester, New York

Financial Planning Assistant 3.8 3.8 out of 5 stars Valhalla, NY 10595 QuantumView Wealth Management, a Private Wealth Advisory Practice of Raymond James is dedicated to delivering tailored financial solutions to our valued clients. Our team is comprised of experienced financial advisors and industry professionals who are committed to helping clients achieve their financial goals. We are looking to add a dedicated and client focused Financial Planning Assistant to our team. As a Financial Planning Assistant, you will play a pivotal role in ensuring our clients receive unparalleled service and support. You’ll work closely with our financial advisors and clients, manage our Customer Relationship Management (CRM) system, collaborate with Raymond James to address service issues. The role will support the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The ideal candidate should have strong written and verbal communications skills with exceptional attention to detail, excellent computer skills, organized, analytical and easily adaptable to switching tasks with a can-do attitude.

Key Responsibilities:

• Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries.
• Coordinates and performs a range of operational support activities
• Establishes, maintains and updates files, databases, records and/or other documents, scans and stores client files in the proper locations.
• Calling to set up lunches with our professional partners
• Scanning documents (trust documents, death certs, marriage certs, DL- help loading to vault for client) (Naming and loading)
• Assist in the onboarding process for new clients, ensuring a seamless and personalized experience.
• Prepare client correspondence, including reports, statements, and other communications.
• Collaborate with the home office to promptly and efficiently resolve client service issues and inquiries.

Qualifications:

• Bachelor’s degree from an accredited institution.
• Strong communication and interpersonal skills, with a customer-centric approach.
• Must be energetic, organized, with strong interpersonal communication and analytical skills.
• Proficient in Microsoft Excel and other Microsoft Office tools.
• Attention to detail and ability to multitask in a fast-paced environment.
• Understanding of financial products and services is a plus.

Benefits:

• Competitive compensation within the range of $55,000 – $65,000 per year, based on experience.
• Opportunities for professional development and growth within the organization.
• Collaborative and supportive team environment.
• Comprehensive benefits package, including healthcare through United Health, 10 days of vacation and five sick days, and more.

If you are a motivated and dedicated professional with a passion for client service and the financial industry, we would love to hear from you! Join us in making a meaningful impact on our clients’ financial well-being. How to

Apply:

Please submit your resume and a cover letter detailing your relevant experience and why you’re a great fit for this role to maura.fronio@quantumviewwm.com. Don’t miss this chance to be part of our dedicated team and advance your career in the world of financial services. We are an equal opportunity employer and value diversity in our workplace.

Job Type:

Full-time Pay:

$55,000.00 – $65,000.00 per year

Benefits:

Health insurance

Schedule:

8 hour shift Day shift Monday to

Friday Work Location:

In person