Financial Planning Assistant

Thrivepoint Financial is searching for a Financial Planning Assistant who believes they can excel within a highly motivated and growing financial services firm. The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.

Essential Functions

· Works directly with all clients on service questions and changes, handling complex issues and problems with little or no advisor involvement. Maintains integrity of client asset record system and vendor lists. Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies.

· Managing advisors’ calendars, including: scheduling client meetings, wholesaler meetings, team conferences, and time blocks for operations.

· Answering the phone in a highly professional and courteous manner

· Assisting in the preparation of client meeting materials and revision of documents

· Filing and retrieving documents utilizing Box document management system

· Develops CRM workflows to streamline business, create efficiencies, and easier supervision

· Must have excellent communication, technology, computer and organizational skills as well as the confidence and experience to prioritize and make sound decisions.

· Ordering office supplies and communicating with vendors

· Maintains defined system flows. Monitors status pending business. Acts as liaison with vendors, home office and clients. Ensures completion of business transactions and Investments: Assists with completion of investment and insurance paperwork. Maintains defined system flows.

· Works directly with all clients on service questions and changes, handling complex issues and problems with little or no advisor involvement. Maintains integrity of client asset record system and vendor lists. Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies. Concierge service to clients.

· Assists the advisors in maintaining a compliant practice.

Key Attributes

· Ability to prioritize, collaborate, and work efficiently in a fast-paced environment

· Excellent attention to detail

· Proactive in meeting and exceeding needs of leaders supported

· Comfortable communicating with advisors and clients

· Strong writing, editing and verbal communication abilities, including correct punctuation, spelling, and grammar

Benefits

· Retirement Plan

· Disability Insurance

· Paid time off and holidays

· Performance bonuses

· Pay: $55,000 to $65,000 per year

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Blvd. Suite 105 Glastonbury, CT 06033: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Customer service: 2 years (Required)
• Financial planning: 1 year (Preferred)

Work Location: In person

Salary : $55,000 - $65,000