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Virtual Financial Planning Administrative and Operations Specialist

Simply Paraplanner · United States · 1 mo ago
RemoteRemoteFinance$35/hrContract

About the role

Providing clients with ongoing valuable financial planning services while working in partnership to assist them with achieving their desired goals and outcomes is at the heart of our business model. We continually strive to enhance the client experience and positive impact we’re able to make in our clients’ lives by the value we bring in our planning and consulting work. As an administrative/operations specialist, you will provide operations and administrative/operations support that is critical in optimizing the client experience as well as maximizing the ability of the team to focus on their areas of expertise.

Responsibilities

  • Client Onboarding – Client New Business Processing
  • Sending and managing the execution of the financial planning agreement and invoice
  • Sending out template data and document requests
  • Set up client profiles in financial planning software and data gathering software
  • Assist client getting set up with financial planning and data gathering software
  • Client application processing and management
  • Client emails – responding to client service and meeting requests as well as generating related tasks in the CRM
  • Inbound Calls
    • Need to have phone and be able to field inbound calls on centralized number provided when working
    • Inbound call management, notifying lead advisor of all matters requiring his attention
  • Calendar & Scheduling management
  • Client service work – managing client service requests such as account changes, updates, distributions, contributions, etc.
  • CRM Management
    • Adding and updating all client and prospective client information in CRM
    • Keeping CRM current with client information
    • Moving tasks forward in CRM
  • Electronic filing of all required documentation and client meeting notes
  • Assisting with client meeting prep/post Work
  • Client educational event scheduling

Requirements

  • 3-5+ years of experience working in wealth management/financial planning
  • Good Communication Skills both written and in all modes of verbal communication
  • Proficient and comfortable with Microsoft Excel and Word
  • Digital tools and technology – ability to adapt to and learn new technologies
  • Self-starter – ability and resourcefulness to drive projects and tasks

Qualifications

  • Financial Planning Practice Experience is a strong plus
  • Charles Schwab Advisor Center experience is also a plus
  • General Knowledge of the operational side of the investment advisory/financial planning world
  • Calendly & DocuSign experience is a plus

Skills

  • Very organized and detail oriented
  • Good time management skills
  • Ability to problem solve
  • Self-starter with ability to oversee tasks to completion
  • Ability to learn new systems and processes
  • Ability to think and make decisions on the fly
  • Resourceful
  • Must be proficient with Microsoft Office – Word, Excel, Powerpoint, Outlook
  • Well-spoken
  • Ability to work well on a team
  • Ability to manage multiple projects through to completion

Pay

1099 contract work, but W-2 would also be considered. Entirely remote. Starting hourly rate $35/hour, but open to negotiation depending on hours, skill set, and experience.

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