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Financial Advisor Customer Services Assistant - Full-time Student Intern

Company: Houser Financial Group
Location: Rockledge
Posted on: May 13, 2022

Job Description:

Financial Advisor Customer Services Assistant - Full-time

Excellent Opportunity to grow with mid-size Wealth Management, Tax, and Accounting Practice

Looking for a dynamic Financial Advisor Customer Services Assistant (CSA) that is focused, motivated, and interested to grow with us. Seeking independent, self-starter, dynamic, and articulate individual who is passionate about people and ready to work with clients and the Financial Advisor and Chief Operating Officer.

Seeking detail-oriented self-motivated team player looking to join a boutique practice that serves a diverse family-type clientele. Looking for someone to succeed in a career at a firm that places its client's financial needs first.

About us: - Houser Financial Group (HFG) is growing, and we seek a highly motivated individual who wants a firm that offers career advancement, not just a job.

HFG skilled professionals provide personal immediate 'hands on' assistance, provides comprehensive services including:
Wealth management services,
Financial and Investment Advice,
Personalized Portfolio Advisory Services,
Business Consulting and Business Succession Planning
Business Development and Strategic Planning
Estate Plans and Family Trusts, Education Planning,
Retirement Planning,
Tax Preparation and Representation before Federal, State, and Local entities.

HFG is an independent family-owned and operated financial services firm located in Rockledge, FL, and serving all of the Space Coast, FL (Brevard County) where we pride ourselves on providing exceptional client experience with innovative, holistic investment management and accounting.

Our continued growth requires that add a CSA to our team. Working under the direction of the Lead Advisor, and Chief Operating Officer (COO) will be an integral part of our financial services practice.

Personal Characteristics:
The CSA will need to demonstrate competence in the following areas:
- - - - - - - -Relationships: Maintain positive working relationships with others, both internally and externally
- - - - - - - -Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations
- - - - - - - -Teamwork: Follows direction well, works cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance the company's effectiveness; ability to undertake self-directed tasks when necessary
Organization: -Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and the ability to make clear and timely decisions
Ability to be confidential and work in a confidential environment. (Protection of our client data and information is of the utmost importance.)
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to be flexible during work-week hours based on client and work needs

Knowledge, Skills, and Abilities
Excellent command of English to be able to speak, read, and write fluently
Dedication to detail and accuracy
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for themselves
Excellent administrative, time management, and organizational skills
Excellent responsiveness for telephone assistance, responding to calls, forwarding messages, tracking messages
- - - - - - - -Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Proficiency in the use of computer programs for:
Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
Familiar with; Outlook Calendar, Client Relationship Software (CRM), and imaging and/or comparable software
Internet savvy

Full-time on-site desired 40 hours a week 8:30-5:00 pm with a half-hour for lunch.

Duties and Responsibilities
Provides assistance in the day-to-day processing of client paperwork and transaction processing. This includes checking paperwork for completeness and accuracy and opening client accounts. Must be detailed oriented.
Maintains and assists Financial Advisor's, and COO's schedule by setting up appointments for current and potential clients
Organizes and maintains required compliance files, and keeps paperwork and files up to date.
Conducts research information, and resolves any outstanding client, transaction, or paperwork issues.
Receives and screens telephone calls, mail and visitors, routes callers, takes messages, and answers questions
Works with Advisor team - coordinates and enters client data in the database, conducts client database reports as requested
Builds/maintains relationships with client base focusing on quality personalized service

Additional Job Description
Prepares and coordinates material for client meetings and reviews
Is the practice liaison in the financial services process, holding all to task, to ensure timely and accurate reports
Conducts research at the discretion of the Lead Advisor
Downloads periodic investment performance reports and analysis
Serves as client concierge, to ensure exceptional client relations
May provide assistance or coordination and follow-up for client events or activities
Completes all continuing education requirements in a timely fashion
Performs other duties as assigned.

Desirable Qualifications
Experience in administrative support or customer service, preferably in the financial services or insurance industry
Excellent oral and written communication skills with a warm and professional demeanor
Quick learner of modern technologies; a committed CRM user and a strong mastery of Excel, Word, PowerPoint, and/or comparable software
Superb organizational and follow-through skills, with a high degree of accuracy
Ability to anticipate and solve problems and identify solutions
If FINRA and/or SEC-registered - a clean compliance record
Basic knowledge of bookkeeping processes and software (QuickBooks)
Pursuing an Associate or Bachelors Business/Finance/Taxation or related field
Commitment to obtaining FINRA registration, and/or insurance licensing within career path timeframes; if not already registered or licensed (Series 7 & Series 66)

- - - - - - - -Required experience: -Financial Services: Two years

Required: - Fingerprinting and background check under FINRA (required)

Submit Resumes and Credentials to:
Dina McDermott
Houser Financial Group
Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955
Rockledge, FL 32955

The hourly wage will be flexible depending on the credentials and experience.

Keywords: Houser Financial Group, Melbourne , Financial Advisor Customer Services Assistant - Full-time Student Intern, Hospitality & Tourism , Rockledge, Florida

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