Tuesday, September 24, 2013

Financial Planning Assistant, Core Financial - Venice, CA

Financial Planning Assistant, Core Financial - Venice, CA
Our office seeks a high-level Financial Planning Assistant to support one of the top financial planning practices in the industry.

The ideal candidate is well rounded, has exceptional organizational skills and the ability to multi-task in a fast-paced environment. This candidate must be dependable, meticulous and possess the confidence necessary to communicate with clients in a caring and articulate manner.

We are a boutique financial planning firm located that specializes in creative tax planning and asset management for the affluent small business owner market. Our office maintains a non-corporate and friendly atmosphere.

The duties and responsibilities of the position include, but are not limited to:

Client Service
  • Provides phone support and accurately performs daily service and cashiering services for clients while adhering to strict compliance and regulatory guidelines
  • Greets clients, offers and prepares beverages, provides Concierge Services as necessary
  • Prepares, submits, tracks and troubleshoots all client and new business account applications
  • Facilitates mortgage, pension administration, small business loan requests and other key document submissions
  • Copies, scans, faxes and files documents for benefit of clients
  • Performs drafting and typing of client correspondence as required
  • Retrieves, filters, and logs postal mail
  • Books travel and conferences for advisors
  • Coordinates all billing and invoicing to ensure timely collection of all fees
  • Works with external bookkeeper(s) and accountant(s) to ensure timely payment of bills
  • Works with Operations/Executive Assistant to manage all human resources needs for the practice (insurance, employee forms, files, etc.)
  • Organizes and helps manage general office environment including ordering supplies, food, etc.
  • Plans and coordinates client and marketing events
  • Supports all marketing and business development activities of the practice (print, media, etc.)
  • Works with staff to design and prepare presentation materials, deliverables (print + electronic)
Hiring Criteria
  • Exceptional organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to prioritize and perform multiple tasks in a dynamic, fast-paced environment
  • Ability to delegate and efficiently collaborate with team to ensure timely execution of daily tasks
  • Strong computer skills (MS Word, Excel, ACT! and electronic services)
  • Pleasant, professional, and confident phone and personal demeanor
  • Polished presentation
  • Strong client service orientation
  • At least two to five years of administrative experience
  • Financial services industry experience a plus
  • Hours of operation: 8am – 5pm or 9am – 6pm with flexibility
  • Salary Range: $35,000-$40,000 with bonus potential, insurance stipend and Retirement Plan
  • Minimum education requirement – Bachelor’s Degree
  • Basic bookkeeping experience a plus
  • Opportunity for advancement
Please submit Resume & Cover Letter to: postings.corecfp@gmail.com

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