Administrative Assistant to a Financial Advisor Group

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About Us

SharpePoint is a boutique, independent wealth management firm providing clear insight and direction for our client's financial life. We strategically align all areas of their financial plan to create the most optimal result through our comprehensive approach.

Our expertise includes areas of Financial planning, Investments & portfolio management, Risk management & mitigation, Estate & legacy planning, Insurance, Retirement income planning and Advanced planning.

Responsibilities

Responsible for providing administrative, operational and client service support to one or more Financial Advisors. Your responsibilities will include directly assisting with client service/requests, general operational/administrative support, researching questions/issues, processing paperwork, calendar management, client/prospect meeting and event support, maintaining records and notes, communication with clients, internal business partners and external vendors/business partners.

You will also share responsibility for answering incoming phone calls on our main phone line and making outbound calls to clients/prospects. You will be working in a relaxed, but professional environment providing support to Financial Advisors and the Investments & Financial Services program to build new and maintain existing client relationships

• Aid Advisors in preparing client illustrations, graphs, charts, reports, etc. for presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support Advisors.
• Aid Advisors in entering trades instructed by a client or an Advisor on behalf of a client,

Qualifications

2+ years of related experience required

Specific type of related experience required for this role: Customer Service, Wealth Management, Life/Annuity Insurance products

Prefer individuals with some licensing (Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63/65 combo)) - either currently or previously held.

Associate's or bachelor's degree is preferred.

Skills and/or Knowledge:

• Excellent customer service skills and communication skills (both verbal and written)
• Basic understanding of investment and insurance products
• Requires initiative, strong communication skills, confidentiality, attention to detail, quality and efficiency focus and sound decision-making
• Excellent multi-tasking skills & ability to prioritize work to meet deadlines and objectives
• Maintains strong working relationships with peers and others to achieve objectives
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new financial industry specific programs (ORION, RedTail, Naviplan)
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
• Self-starter, productive, works well with a team and independently
• Professional and positive attitude, friendly demeanor both in-person and by telephone

Benefits/Why SharpePoint:

We offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, vision and life insurance plans.
• Paid time off (PTO) and paid holidays.
• Simple IRA savings plan with a generous company contribution (3%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
• Very flexible environment

Type: Full-time/Onsite only

Pay: $49,500 - $53,500

Expected hours: 40 per week

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• Monday - Friday, 8 hours per day

Job Type: Full-time

Pay: $49,500.00 - $53,500.00 per year

Benefits:

• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person