This position may be responsible for:
• Preparing for client meetings by summarizing notes, emails, calls and financial data
• Reviewing and preparing investment reports for client meetings
• Making outbound calls and emails to service existing clients
• Answering client questions via email and phone call, and resolving client issues
• Confirming transactions with clients
• Assisting clients with money movement requests and other transactions
• Executing client projects and performing related work as required
• Managing calendars
• Using CRM to manage client records and document client interaction for task initiation and completion
• Communicating with clients regarding outstanding issues, new business, etc.
• Reviewing and updating client information as needed for client review meetings
• Taking notes during meetings and preparing summary letters
Specific Experience, Knowledge, and Skills Required:
- Strong analytical and written communication skills (both written and verbal)
- Direct attention to detail and organization
- 3-5 years’ experience in a personal financial advisory/sales and client services role
- Strong sense of ownership, ability to work quickly and accurately
- Positive attitude and sincere willingness to constantly learn and grow
- Proficient in Microsoft Excel, Word, and Outlook
- Salesforce/CRM experience preferred
- Associate degree required
- Series 7 and 66/63 licenses required
Starting compensation between $80,000 and $100,000 depending on experience and qualifications.
Benefits: We offer competitive pay and opportunity for growth. Company benefits include medical, dental, vision, disability and life insurance, paid parking, generous PTO and 401(k) plan with matching, monthly chair massages by a certified massage therapist, Tuesday breakfasts, and Friday lunches. We also offer a car allowance and travel allowance benefit.
Our Products and Services: Personal financial planning for retirement, investments, wealth preservation strategies, tax management strategies, small businesses, and education funding.
For consideration, please send resumes to April Thomson @ april.thomson@ampf.com.