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    Financial Advisor Assistant - Fort Myers, United States - GCE Wealth Management

    GCE Wealth Management
    GCE Wealth Management Fort Myers, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    GCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.

    The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in his/her career in a fast paced environment with a growing firm.

    This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

    Responsibilities:

    • Frequent client contact by phone and email
    • Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
    • Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
    • Prepare and submit client paperwork and financial transactions accurately
    • Respond to and correct paperwork not in good order
    • Inform financial advisor of client issues of significant concern
    • Schedule and confirm client appointments by email and phone
    • Document client interactions via Redtail CRM, follow up on client meetings
    • Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
    • Stay apprised on industry and company rules and regulations
    • Attend branch operations meetings and sales assistant conferences
    • Other projects and tasks as assigned

    Desired Experience and Skills:

    • Experience in financial services preferred
    • Degree in Finance, Series 6, Series 65 (or 63 & 66), and insurance licenses preferred
    • Experience with eMoney planning software
    • Detail-oriented and able to work in a fast-paced environment
    • Manage multiple tasks simultaneously
    • Proficient with Microsoft Office (especially Excel)
    • Ability to develop strong client relationships
    • Excellent oral and written communication skills
    • Ability to work independently
    • Problem solver, critical thinker and creative skills
    • Ability to anticipate client and advisor needs
    • Capable of working under deadlines
    • Ability to do research to answer questions
    • Quick and accurate typing
    • Neat and legible handwriting for written paperwork and note-taking

    Technology Used:

    • eMoney Planning Software
    • Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
    • Various investment and insurance company websites

    We offer:

    • A supportive and professional work environment
    • Competitive compensation
    • An opportunity for professional growth and advancement
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