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| Job Category : | Business |
| Company Name: | Lincoln Financial Advisors |
| Position Name: | DG – Financial Planning Administrative Assistant |
| Location : | Lincoln Financial Advisors in Las Vegas, NV |
| Job Description : | JOIN OUR TEAM.Financial Planner Administrative Assistant – Las Vegas, NevadaAbout us –We are a Wealth Management practice located in the heart of Las Vegas. We are a top twenty producer for one of the largest independent broker dealers in the nation, with over 30 years in the financial planning and investment management industry. Our practice specializes in wealth management, financial planning, and product implementation for affluent individuals all over the United States.About you –We are looking for the most friendly, collaborative, and professional employee, and one who will work daily to align with our core values and traits. Our next team member should exemplify the following traits:· An experienced financial professional who exudes confidence. See requirements section.· You are one of those special people, able to prioritize, organize and manage numerous tasks and the pertinent details and follow-through on all of them with accuracy and time sensitivity.You have an unbelievable level of attention to details.· A person who is comfortable dealing with our affluent clients and their attorneys, CPA’s and vendors. Your calm, self-assured, and caring personality makes clients feel supported and appreciated.· Able to handle complex client issues or inquires with little or no advisor involvement.· A professional in dress and demeanor.Job Responsibilities –This position encompasses comprehensive administrative duties, such as processing client applications and checking all details, scheduling client appointments and managing calendar, answering phones, sending emails, business processing and service support duties. Your role will primarily revolve around responding to client service requests and questions, complex problem solving, completing and processing paperwork, contacting wholesalers and vendors, monthly quarterly compliance duties. In addition, you will handle “office manager” responsibilities, such as preparing the office for client meetings and taking care of office supplies, equipment, and facility needs.Significant growth opportunities exist for someone who desires a career in the wealth management field.Requirements –2 or more years of college is preferredA minimum of 1 year of experience in a personal financial services environment, such as a wealth management firm, or retail banking, including dealing directly with customers/clients.Securities registered and insurance licensed (or willing to obtain them) would be a plusExperience using and managing a Customer Relationship Management (CRM) Database (we use Redtail)Knowledge of Wealthscape software would be a plus; scanning capability and uploading documentsVery proficient in Microsoft Office, especially Outlook; aptitude for computer technologyExcellent interpersonal communication skills, both verbal and writtenGeneral office skills including filing, copier, scanning, fax and phonesMust be able to pass a comprehensive criminal and financial background check, with no prior felony or pending bankruptcyWe offer – Beyond an amazing, relaxed, collaborative, and family-like work environment, we offer great benefits and perks: Health Insurance, competitive salaries, retirement plan, PTO, and paid holidays; pet friendly. Salary level determined by previous experience in financial services.Equal Opportunity EmployerJob Type: Full-timeBenefits:401(k)401(k) matchingHealth insurancePaid time offSchedule:Day shiftMonday to FridayCOVID-19 considerations:All employees must be vaccinatedEducation:Associate (Preferred)Experience:Administrative support: 2 years (Preferred)CRM software: 2 years (Preferred)Banking: 1 year (Preferred)Wealth management: 1 year (Preferred)License/Certification:FINRA License: Series 7 or Series 6 (Preferred)Work Location: One location |
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