Financial Support Associate II

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a detail-oriented professional to support Financial Planning Consultants (FPCs) and handle client inquiries, correspondence, and administrative tasks.

Responsibilities

• Prepare and review new account paperwork accurately and timely.
• Organize and prepare client review materials, meeting agendas, and weekly updates.
• Serve as a liaison between internal departments to resolve issues for FPCs, CPAs, and clients.
• Assist FPCs with ongoing communication to CPAs, clients, and prospects (e.g., account status, birthday reminders, cards, and letters).
• Update and maintain the Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records).
• Process client requests for new contributions and fund distributions.
• Communicate regularly with clients via phone and email to provide accurate information and coordinate meetings, account maintenance, document handling, new account setup, asset transfers, and online client access.
• Assist in training other Financial Service Assistants as needed.
• Recommend process and procedure improvements to enhance office efficiency.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent required; associate degree (A.A.), two-year technical, or bachelor’s degree preferred. A combination of experience and education may substitute for a degree.
• 2-5 years of related Financial Services Industry or administrative services/training experience preferred.
• Experience with CRM applications such as Salesforce is preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Previous experience supporting Financial Professionals is preferred.
• Previous experience in a customer/client-facing role is strongly preferred.

Qualifications

• Financial Paraplanner Qualified Professional (FPQP) designation is a plus.

Pay

The salary range for this role is $27/hr - $34.00/hr plus a competitive performance-based bonus. Compensation is based on factors such as skill set, experience, certifications, and office location.