JOB SUMMARY:
Combination tax and financial planning practice looking to add a qualified team member who can help service clients and improve business efficiencies. Seeking an organized, detail oriented quick starting individual to join our family run practice and become a part of our family. This position provides administrative support to the Advisor, putting the needs of the client first and consistently demonstrating exceptional service every single time.
This position performs moderately complex to complex tasks in the areas of administrative support, marketing, client services, and tax/accounting.
Duties include, but are not limited to the following:
- Answering phones and greeting clients
- Maintaining the Advisor and accountant calendar
- Resolving customer service issues
- Fiercely Following up with clients and team
- Creating reports and preparing files for client meetings
- Reviewing client meeting notes and filing appropriately
- delegating client to-do’s via Redtail CRM
- Monitoring and updating tasks in Redtail and organizing items to be discussed in team meetings
- Reviewing and updating client information across databases
- Light tax data entry and tax return assembly
- Ordering supplies
- May also perform special projects as assigned
Requirements
Minimum of 3 years’ experience in an administrative support role
- Previous investment amp;/or tax experience preferred
- Experience with E-Money/Financial Planning Software, Redtail/CRMs or tax software a plus (not required).
- Proficient in Microsoft Office
Competencies:
- Building Trust and Integrity
- Client Centric
- Excellent phone etiquette and communication skills
- Positive attitude and initiative
- Computer/Internet Skills
- Relationship Building
- Work Quality
Benefits
401K profit sharing
Discretionary Cash Bonuses
HSA
Flexible Schedule
Small Team Structure
Training and Licensing
Comp-Time