GED Full Job Description Benefits:

Opportunity to move to full-time Flexible schedule Opportunity for advancement

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.

Responsibilities:

Client Care Review, prepare documents and update client information as needed for client review meetings Manage and resolve client service problems Perform other allowable duties as assigned by the financial advisor(s) Set up and maintain client management system Call clients or prospects to set up meetings or appointments Assist with coordination of client appreciation events and seminars Assist with client mailings Business Processing Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy

Qualifications:

Must haves Strong analytical, verbal communication, and writing skills Strong attention to detail, positive attitude and desire to learn An interest in financial planning, client service and investment management Proficiency in MS Word, MS Excel, and the ability to learn financial planning software Ability to work independently Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) High School Diploma, or equivalent Nice to Haves Bachelor's Degree Series 7 and 66

Job Type:

Part-time Pay Rate:

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