Wealth Advisor Assistant - Cleveland, United States - Lineweaver Financial Group

Description

Job Description

Job Description Salary:
$31-$36 per hour


JOB TITLE:
Wealth Advisor Executive Administrative Assistant - Finance

Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services, combine to form the Lineweaver Family of Companies.

We specialize in providing comprehensive financial planning for High Net Worth private and corporate clients.

Our company philosophy is that everyone needs an experienced Financial Quarterback, who can help coordinate all of a client's financial, tax, legal, and insurance needs, and help them achieve comprehensive and holistic financial planning.

We have six locations across Northeast Ohio, as well as clients in 17 states.

With more than $800 million in assets under advisement, we have been ranked by Crain's Cleveland in the top 15 Registered Investment Advisors in 2023.

Position Overview

As a Wealth Advisor Executive Administrative Assistant, you will help provide administrative support and appointment preparation to an advisor or team of advisors, including paperwork, preparing reports, and other administrative tasks as needed.

The ideal candidate has strong attention to detail and client service skills.

Essential Day-to-Day Duties and Activities
Answer phones, schedule appointments, and prepare materials for client meetings
Keep client management systems up-to-date with client information
Assist with information and documentation requirements for new accounts, transfers, and more
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
Educate clients on account services, capabilities, and new technology
Assist advisor/advisors with keeping an accurate schedule, including travel
Assistance scheduling travel, such as book flights, car rental, hotel stays, and other needs related to travel

Required Skills and Abilities
Desire to take ownership and provide the best customer service in the industry
Energetic self-starter with an extremely positive, can-do attitude
Strong organization skills with exceptional attention to detail
Excellent written and verbal communication skills
Pro-active with the ability to think ahead and act independently
Must work well in a team environment, supporting others
Must be able to prioritize and switch tasks as needed
Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint
Experience with Salesforce is a plus
Experience working in the financial industry is required
Ability to work in office Monday-Thursday for 9 hours/day, Fridays from home from 8 AM – Noon

Experience and Education
5-10 Years in a similar role or as an administrative professional in the financial industry
Knowledge and understanding of financial terms, strategies, and products
Understanding of basic investment tools and accounts

The Ideal Candidate Models the Following Personal Competencies:
Character – Display high integrity and honesty
Personal Capability – Demonstrate technical and professional expertise, solve problems, analyze issues, innovate, practice self-development
Focus on Results – Establish stretch goals and take responsibility for outcomes
Interpersonal Skills – Communicate effectively, build relationships and collaborate with internal stakeholders and external clients


Salary and Benefits:

Pay:
$31 -$36/hour, depending on experience
Bonus plan, with an additional up to 9% based on quarterly and annual performance
401(k) with safe harbor match after the first year
Profit-sharing after the first year
Medical, dental, and vision
Friday afternoons off
2 weeks paid vacation first year, 3 in second year
Professional development assistance
Paid holidays
Opportunities for development and advancement

#J-18808-Ljbffr