GCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.
The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in his/her career in a fast paced environment with a growing firm.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
Responsibilities:
Frequent client contact by phone and email
Create e-mony plans, proposals, and open new accounts
Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
Prepare and submit client paperwork and financial transactions accurately
Respond to and correct paperwork not in good order
Inform financial advisor of client issues of significant concern
Schedule and confirm client appointments by email and phone
Document client interactions via Redtail CRM, follow up on client meetings
Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
Stay apprised on industry and company rules and regulations
Attend branch operations meetings and sales assistant conferences
Other projects and tasks as assigned
Desired Experience and Skills:
Experience in financial services preferred
Degree in Finance, Series 6, Series 65 (or 63 & 66), and insurance licenses preferred
Experience with eMoney planning software
Detail-oriented and able to work in a fast-paced environment
Manage multiple tasks simultaneously
Proficient with Microsoft Office (especially Excel)
Ability to develop strong client relationships
Excellent oral and written communication skills
Ability to work independently
Problem solver, critical thinker and creative skills
Ability to anticipate client and advisor needs
Capable of working under deadlines
Ability to do research to answer questions
Quick and accurate typing
Neat and legible handwriting for written paperwork and note-taking
Technology Used:
eMoney Planning Software
Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
Various investment and insurance company websites
We offer:
A supportive and professional work environment
Competitive compensation
An opportunity for professional growth and advancement