Job description

Financial Advisor Assistant & Operations

Hybrid or remote is an option

Requirements – Must

· Work experience in financial services minimum 3 years

· Knowledge of financial concepts and excel skills

· Professional and friendly client facing interactions

· Bachelor degree

Requirements – Preferred

· Knowledge of LPL Financial ClientWorks

· Knowledge of eMoney, Redtail and Riskalyze

· Knowledge of marketing including social media

· Ability to create PowerPoint slides and presentations

Skills and Duties

· Generating advisor driven reports and opening new accounts

· Maintaining advisor calendar and meetings scheduling

• Support efficient operation of the office: filing, copying, scanning

· Support firm growth through client meeting preparation and event planning

· Maintain CRM by entering timely notes and adding new data

· Answer phone and welcome all visitors

· Ability to multitask and stay focused

· Dedication to detail and accuracy, strong organizational skills

· Ability to follow directions and work with minimum supervision

· Ownership of assigned tasks, and think for herself/himself

Proficiency in the use of computer programs:

Microsoft Office Suite (Word, Outlook, Excel, PPT)

RedTail, a client relationship management (CRM) system

ClientWorks – LPL Financial platform is highly preferred

Emoney Financial Planning platform

Company Overview:

Over the last several years, ClearBridge Financialhas developed a strong reputation in the financial industry. We endeavor to offer a comprehensive range of financial services, including investment management and comprehensive financial planning. We believe that servicing our clients is a privilege and making a positive impact helping them realize their dreams is what is defined as success. We are a client centered firm and our client interest and well-being come first. We welcome a team member who would share the same values. This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and transition into a role with more responsibilities.

Job Type: Full-time

Pay: $55,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Experience level:

• 3 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Travel requirement:

• No travel

COVID-19 considerations:
No

Work Location: Remote

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