Planning Desk Associate - New York
1 day ago
Job description
Cannataro Family Capital Partners focuses on providing comprehensive, customized, objective financial planning and wealth management advice.Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients.
Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, and from licensed professionals to affluent families.
We systematically plan according to the complexity and uniqueness of each client's situation. We are acutely focused on a process-driven model. Through that discipline we uncover an array of financial needs, goals, and concerns of our clients.We are currently seeking an individual to join our planning desk as a Planning Desk Associate. Benefits and bonus participation would be available after satisfactory completion of a 90 day trial period.
Responsibilities include but are not limited to:
Working with proprietary software to help advisor's create financial plans for clients and prospects
Recording client communications, case notes and sensitive documents in digital CRM and file storage systems
Monitoring advisors' email to schedule clients as needed and direct clients to appropriate desks
Handling advisors' notes after meetings with clients, including logging material, executing assigned logistical action items, and delegating appropriate tasks to the correct desk (insurance, investments, planning)
Acting as first point of contact answering the phone and providing a positive first impression with clients, as well as educating clients on web-based platforms
Preparing advisors for client meetings by utilizing various systems to obtain all pertinent information and updating the client's integrated consolidated planning summary
Updating personal planning analysis before and after client meetings, and delivering to client when needed
Working with the advisors and/or the directors of investments & insurance on special projects
Requirements
Bachelor's degree
Excellent client-facing demeanor
Working in a Midtown, NY office five days a week from 8am-5pm
Familiarity within a finance/insurance environment
Willingness to work towards and obtain degrees/certifications within the industry
Highly self-motivated, strong attention to detail, ability to prioritize clear communication with colleagues, and organizational skills are a must
Proficient in Microsoft Office applications including Excel, Word, Outlook etc.
Individual should desire to be part of a culture on a high volume, high performing team
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