Wealth Management Assistant
R&R Wealth Management
Job DescriptionThis full time support position offers training from the ground up, pairing you with a mentor to guide you every step of the way. R&R will help you reach your goals by obtaining your Life & Health insurance license, as well as equip you with all of the knowledge necessary to excel in your role. As a member of the Wealth Management Team you will support the account administration process as directed by the Financial Advisors. This includes scheduling appointments, completing and finalizing calls, filing documents and initiating follow-up contact as needed with existing and new clients. Daily responsibilities include but are not limited to greeting clients, setting up new accounts and updating existing accounts, maintaining data through high quality work in a timely manner, and preparing correspondence, reminders and performance reports as needed. You will also manage the processing of daily business including distributions, deposits and other documentation. Working in a team focused environment, you will balance priorities to progress team objectives, remaining flexible in a fast changing work environment.
Job Requirements- 3 to 5 years of wealth management administrative support experience - 2 year college degree - Ability to build and maintain strong client relationships - Exceptional customer service skills coupled with high level service delivery standards - Excellent written and verbal communication skills - Outstanding phone etiquette and listening skills - High proficiency in all MS-Office software - Comfortable with a web-based work environment - Ability to handle private information with a high level of confidentiality - Redtail CRM knowledge a plus - Desire to work toward FINRA registrations; Series 7 and 66 financial securities licenses a plus - Current Life and Health License or willingness to obtain one
Contact NotesTo apply, please visit the following link: https://recruiting2.ultipro.com/RRI1001RRIS/JobBoard/073030a9-8091-4aee-bef3-364b5a88b8c5/OpportunityDetail?opportunityId=6a3442ba-fd28-4c0a-908b-fa7aa3cac884
- Phone: 262-953-7207