Financial Planner Assistant

[ISEE]

Location: Schaumburg/Arlington Heights, IL

About The Company

Our client company is offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection -its businessis built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes

The Role

Financial Planner Assistant will perform a dual role supporting leadership administrative activities as well as support a financial planner’s office. You will be part of a fee-based financial planning practice and will provideclient support and administrative assistance to a financial planner. You will provide support including, but not limited to preparation of documents for client meetings, client presentations, client file maintenance, letters to clients, calendar management, new business processing, and general support for the financial planner

Responsibilities

Administrative Assistance

• Prepares documents and presentations
• Schedules client meetings
• Creates, gathers and organizes collateral for client meetings
• Answers incoming correspondence via phone and email
• Maintains client records, CRM database and compliance files
• Handles sensitive, confidential, proprietary information with discretion
• Types documents, letters and other memoranda
• Orders supplies and coordinates routine maintenance and repairs to office equipment
• Develops working knowledge of any systems as they may be implemented

Planner Assistant

• Debriefs with Financial planner(s) following client meetings
• Assists with completion of fee planning contracts, investment and insurance applications, if properly licensed
• Works directly with all clients on service questions and changes, handling complex issues and problems with little or no Financial Planner involvement.
• Completes financial planning input independently, and creates complete programs
• Tracks fees paid and contracts signed. Follows up with clients on outstanding payments
• Assists the Financial Planner(s) in maintaining a compliant practice
• Assists clients and Financial Planner(s) to the extent possible based on licensing and/or registrations

Requirements

Education

• BA degree in Fiance, Business, Economics, and other related fields preferred or 2+ years of experience in administrative support that directly aligns with the specific responsibilities for this position.
  

Experience

• 1-3+ years of experience in administrative support that directly aligns with the specific responsibilities for this position
• Financial Services experience preferred
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)
• Life and Health insurance preferred

 Resume sent to:

 Brian Park

 iseeconsulting114@gmail.com