Join the Stonebridge Insurance & Wealth Management team in Kearney, Nebraska, and play a pivotal role in our success. With over 15 years of expertise in wealth management and crafting effective retirement strategies, we pride ourselves on our independence and esteemed position in the market. We are dedicated to providing our clients with the critical knowledge and resources they need to make well-informed and strategic financial decisions for their future.
Salary: $40,000 - 45,000
Role Summary:
The Administrative Specialist plays a pivotal role in aiding financial advisors through important duties such as collecting client details, undertaking in-depth research, and creating preliminary financial reports and evaluations. As a vital part of the support team, Administrative Specialists provide crucial information to advisors, aiding in the decision-making process. This position is instrumental in elevating the quality of advisory services and significantly boosting client contentment.
CORE RESPONSIBILITIES
Data Collection: Gather financial data from clients to help form comprehensive plans.
Research: Investigate financial products and market trends, then summarize findings for advisors.
Client Interaction: Handle routine client requests and set up meetings.
Compliance: Maintain accurate client documentation, ensuring regulatory standards are met.
Implementation: Aid advisors in enacting their financial recommendations for clients.
PREREQUISITES:
High School Diploma or equivalent
Education: Bachelor's degree in finance, economics, business, or related field (preferred)
Experience: Prior experience in the financial services industry preferred.
Technical Skills: Proficiency in financial planning software and tools; familiarity with Microsoft Excel.
Soft Skills: Strong communication, organizational, and analytical abilities.
Why Choose Stonebridge?
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.