Financial Advisor Assistant jobs in United States
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The Tenet Financial Group · 10 hours ago

Financial Advisor Assistant

positionLutherville, MD
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

The Tenet Financial Group is an Independent Financial Advising Firm located in Lutherville, MD, seeking a Financial Administrative Assistant to support their Financial Planner. The role involves providing comprehensive administrative support, maintaining client management systems, and ensuring an exceptional client experience.

Financial ServicesInsuranceRetirementRisk Management
Hiring Manager
Kevin F Bultman, CLU®, ChFC®, RHU®,CFP®, AIF®
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Responsibilities

Maintain our client management system (CRM)
Prepare proposals, reports and input meeting notes into CRM
Maintain client files and accurate financial profiles
Complete and handle paperwork and forms
Maintain accurate calendars and confirm appointments
Assist in keeping a full calendar by setting appointments
Handle outgoing and incoming phone calls to clients, internal departments and other third parties. Assist clients over the phone
Warm calling to prospective clients
Maintain professional knowledge by attending educational workshops; reviewing professional publications; and participating in professional networks

Qualification

Administrative experienceMicrosoft Office proficiencyCRM managementFinancial Services knowledgeOrganizational skillsProfessional attitudeSocial media knowledgeCommunication skillsAttention to detailSelf-motivated

Required

Minimum 3 years prior administrative experience, preferably in the Financial Services Industry
Excellent oral and written communication skills
High attention to detail and accuracy
Proven organizational, analytical and follow up skills
Proficient in the use of Microsoft office programs
Familiarity of Redtail CRM a plus, willingness to learn new systems
Must be able to maintain the highest level of confidentiality
Innovative and self-motivated Positive, professional attitude
Ability to quickly learn our Broker/Dealer systems and financial planning software
Working knowledge of social media including LinkedIn, Facebook and Artificial Intelligence (AI)
References from past employers/colleagues
FBI Background Check / Finger Print required, Investment Statement Monitoring

Benefits

Paid vacation
Flexible schedule within business hours
Autonomy
Supportive small-office environment
Traditional employee benefits are not included.

Company

The Tenet Financial Group

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The Tenet Financial Group offers retirement strategies, investment analysis, insurance review, rollovers, and estate planning services.
dateFounded in 2006
location
Lutherville Timonium, Maryland, USA
people-size2-10 employees
web-link
https://thetenetgroup.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase