We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company environment, have an eye for detail, and follow through are of high interest to us.
Position offers stability, benefits, paid vacation, bonuses, and two career trajectories - long term security in the Receptionist role or career advancement opportunities (both on the job and reimbursed educational credentials).
Our culture emphasizes care for our clients, and we are looking for the next associate who has a focus on strengthening existing client relationships. Our ideal candidate is proactive, solution based, a self-starter, and shares our core values.
Position Overview
This is a professional position that will focus on supporting our Advisors directly in managing existing and new client relationships. You will get to assist in various projects including event planning, preparing portfolio reviews and financial projections using Microsoft Office Suite software and company propriety software. Adaptive and in depth understanding of computer skills are essential for the position. A working knowledge of investments and general financial planning is encouraged but not required. Training and mentoring will be made available to ensure you have a successful and rewarding career. You are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.
Initial Responsibilities:
Manage all details of running the front office. (Including greeting clients, answering phones, ordering supplies, etc.)
Schedule client meetings.
Coordination and planning of client appreciation and educational events.
Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, portfolio review reports, client paperwork, Investment Policy Statements, asset allocation as well as post-client meeting tasks.
Interact with clients over the phone via e-mail and in-person.
Partner with appropriate support team members to achieve group goals.
Proactively striving to improve the systems and processes within the office and overall client experience.
Potential Future Responsibilities:
Support in trading and rebalancing of client investment accounts per instructions by Advisors upon obtaining appropriate licenses as applicable.
Be the liaison between Advisors and clients.
Provide input on strategic plan and direction of the practice.
Paid training to ascertain either advanced certifications such as C.F.A. or C.F.P.
Key Qualifications:
Must be self-motivated, problem solver, and a goal-oriented team player prepared with a 'no job is beneath me' mentality
Organized, with a strong attention to detail
B. A. / B. S. or 3 years of industry experience
Strong analytical skills
Persuasive and interpersonal skills
Strong writing skills
Ability to identify, meet, and follow through with client needs and requirements
Able to work independently and keep the Advisors aware of progress and hurdles
Show curiosity and confidence when dealing with clients
Benefits:
Competitive salary with a performance-based pay program
Paid vacation
Retirement with company contribution
Group health insurance
Mentorship and learning opportunities
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.