Secure Money Advisors Looking for Case Manager (Financial Retirement Planning Industry) at Zelienople, PA Full Time

About the Position:

Secure Money Advisors is seeking a full-time administrative support “utility” team member- someone capable of supporting various functions as needed based on ebbs and flows of the office. This position will primarily be responsible for providing support to the Advisors and would be the perfect fit for someone who is passionate about administrative and organizational support, loves working with clients, and thrives in a fast-paced environment. Duties will be wide ranged and will include administrative support for new business, client services and advisors to greeting visitors and clients or even assisting with phones.

About the Company:

Secure Money Advisors, a fast-growing, family style financial planning firm, created in 2007 by Founder and President, Brian Quaranta. Brian is passionate about helping others maximize their retirement investment strategies.

Brian and the team love working with professionals and families and provide wealth management services, annuities, IRA management services, life insurance, and retirement income planning. We do not believe in a haphazard approach to financial planning. Through this measured approach, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients have been with us since the very beginning!

We would love to have a team-spirited New Business and Client Support Team Member join us as we continue to grow and serve our clients!

New Business, Client Services and Lead Advisor Support:

• Pre-fill applications, obtain account information, help manage roll over calls, money transfers and assist Advisors in case planning, client servicing as needed
• Helps prepare materials for new and existing client appointments, may request additional case planning from our RIA when needed·
• Ensures applications are complete and submits all related paperwork to RIA or Vendor as required
• Monitors the status of pending business to make sure new accounts are funded efficiently and accurately
• Prepares summaries for client reviews
• Communicates with customers in a polite and professional manner
• Returns and/or relays client calls or messages.
• May complete and process client servicing paperwork
• Manages paperwork follow up to ensure everything is processed in a timely and accurate fashion
• Helps organize and maintain client information, files, and documents, also keeps CRM upto date accurately with all data
• May attend meetings with Lead Advisors as requested

Vendor Management:

• Updates client contact information with appropriate companies.
• Processes withdrawals, beneficiary changes and other requests per clients’ requests.
• Follow up on paperwork to ensure everything is processed in a timely and accurate fashion
• Communicates closely with Relationship Manager at RIA regarding applications, pending transfers, requests, and other miscellaneous items.

General Administrative:

• Assist in the preparation and may occasionally attend seminars and educational events
• May help manage Lead Advisor calendars and schedules appointments
• Helps setup meetings rooms, video and conference lines as needed for meetings at their arrival and may assist with signing paperwork at the close of the meeting as requested
• May help cover, provide and coordinate general receptionist duties (phones, greetings etc.)
• Provide general support as requested

QUALIFICATIONS AND SKILLS NEEDED:

Education:

Bachelor’s degree or equivalent experience required

Experience:

• Strong coordination, organizational, high attention to detail and multitasking experience required
• Previous experience in a financial planning firm is strongly preferred, but not required
• Must present pleasantly and professionally and enjoy speaking with new people
• 3-5 years of prior administrative support experience required, including reporting to executive level management
• High level of competency with Word, Google Suite, Office Suite (e.g. PowerPoint, mid-level competency with Excel; ability to master with other data base systems e.g. CRMs)
• Must demonstrate excellent judgment and problem solving skills
• Excellent written and oral communication skills
• Prioritizes and plans work activities and uses time efficiently; maintains well organized files, information, schedules, etc.
• Demonstrates accuracy and thoroughness and monitors own work to ensure quality
• Adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
• Ability to exercise good judgment, tact, and confidentiality in all matters
• Ability to work independently with minimal direction after training
• Strong attention to detail
• Willingness to become Notary Public a plus

Key Word Searches: Administrative Coordinator, Financial Planning Assistant, Administrative Support, Project Manager, Project Coordinator, Application Processor, Client Services Specialist, Finance Administarive Assistant

Job Type: Full-time

Pay: $32,000.00 – $62,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Please provide a general range of your salary expectations.

Education:

• High school or equivalent (Required)

Experience:

• financial services, retirement planning or related industry: 2 years (Required)
• Administrative Support: 5 years (Required)

Work Location: One location