Financial Advisor Assistant/Client Liason – The Greater Green Bay Area, WI

JOB SUMMARY

This position supports Wealth Managers during meetings and assists with preparing for educational seminars. Assists clients with opening new accounts and a variety of other service items. Works closely with other team members to ensure client needs are met.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Attend and assist Wealth Managers with client meetings. Proficiently record meeting notes and promptly distribute or complete tasks from the meetings.
• Maintain a high level of professionalism when communicating with clients and team members.
• Coordinate venues, prepare materials, and confirm reservations for educational events.
• Back up other firm co-workers’ essential duties when needed.
• Gather information from clients via phone, previous meeting notes, or from other team members. In some cases, contact with account custodians will be needed to get updated account information.
• Collect information, complete paperwork, and coordinate the signing of paperwork with clients as needed (i.e. in-person, UPS, fax, etc.).
• Assist Wealth Managers with maintaining the client financial website. Answer client questions about logging in, broken account connections, uploading documents, and watching for updates to the website.
• Manage, prioritize, and follow-through on multiple projects simultaneously.
• Maintain confidentiality of all items, client and firm related, at all times.

ACCOUNTABILITY

Responsible for completing assigned tasks, gathering and maintaining client financial information, prepping for meetings, and assisting with carrying out the recommendations of team members. Become proficient with firm technologies. Maintain firm’s Core Values: Eager to Learn, Above & Beyond, Team-Oriented, Integrity, and Takes Ownership.

WORK ENVIRONMENT

Professional office environment. Occasional travel to attend client events, seminars, and training (during and before/after normal business hours).

QUALIFICATIONS

• Education: High School with a BA or BS degree (or equivalent experience preferred).
• Strong written and verbal communication skills.