Financial Services Assistant Ii

Description:

Full Job Description

We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax Planning Partners is seeking a Financial Services Assistant II who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Services Assistant II will assist in the preparation of client asset management, brokerage, and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Planning Consultants (FPCs). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.

Essential Duties & Responsibilities

• Prepare and review new account paperwork in an accurate and timely manner.

• Organize and prepare client review materials, meeting agendas, weekly meeting updates, etc.

• Serve as a liaison between internal departments to resolve outstanding issues for Financial Planning Consultants (FPCs), Certified Public Accountants (CPAs), and clients.

• Assist FPCs with ongoing CPA, client, and prospect communication (e.g., the status of new and existing accounts, birthday reminders, cards, and letters).

• Update and maintain Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records).

• Process client requests regarding new contributions and distribution of funds.

• Communicate regularly with clients through phone and email to provide expedient and accurate information to FPCs and CPAs. These interactions include coordination of meetings, maintenance of account records, important documents, new account setup, transfer of assets, online client access, etc.

• Assist in training other Financial Service Assistants as needed.

• Recommend areas for process and procedure improvement to improve office efficiency.

• Perform other duties as assigned.