Financial Services Assistant

Description:

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Planning Partners, a subsidiary of Avantax Wealth Management, is seeking a Financial Services Assistant I who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Services Assistant I will assist in the preparation of client asset management, brokerage, and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Planning Consultants (FPC). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.

Essential Duties & Responsibilities

• Prepare and review new account paperwork in an accurate and timely manner.

• Organize and prepare client review materials, meeting agendas, weekly meeting updates, etc.

• Serve as a liaison between internal departments to resolve outstanding issues for Financial Planning Consultants (FPCs), Certified Public Accountants (CPAs), and clients.

• Responsible for completing service requests and verification on behalf of clients.

• Assist Financial Planning Consultants (FPCs) with ongoing client communication (e.g., the status of new and existing accounts, birthday reminders, cards, and letters).

• Update and maintain Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records.

• Processing client requests regarding new contributions and distribution of funds.

• Communicate regularly with clients through phone and email to provide expedient and accurate information to FPCs and CPAs. These interactions include coordination of meetings, maintenance of account records, important documents, new account setup, transfer of assets, online client access, etc.

• Will perform other duties as assigned.

Education & Experience

• High school diploma or equivalent required.

• Associate degree (A.A.), two-year technical, or bachelor’s degree preferred.

• A combination of experience and education will be considered in lieu of a degree.

• Previous experience supporting Financial Professionals is preferred.

• Previous experience in the Financial Services Industry or administrative services preferred.

• Experience with CRM applications such as Salesforce preferred.

• Experience with Microsoft program suite, including Word, Excel, and PowerPoint.

• Previous experience in a customer/client-facing role.