What are the responsibilities and job description for the Administrative Assistant to a CFP position at Next Level Planning?
The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm.
The job responsibilities include:
- Attention to detail
- Tenacity and Persistency
- Problem-solving capabilities
- Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow
- Correspond with clients to complete new accounts, asset transfers, and other forms.
- Communicate with the back office and other agencies to complete new business and client requests in a timely manner.
- Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business.
The ideal candidate should possess the following work experience:
- Experience in the competitive Financial Advisor Industry preferred
- Experience processing Life Insurance applications
- Proficiency in Social Media communication for purposes of firm branding
- Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations