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Licensed Financial Assistant

Posted: 08/23/2021

Black Financial Services, Inc. (located in Avon, MN) is seeking a responsible and dependable licensed assistant in supporting the Financial Advisor in the day-to-day operations of the firm.  This position will work within a collaborative team environment to help ensure the clients' servicing needs are met. 

Responsibilities:

*Interacts directly with clients both in the office and on the phone to process client requests and answer client inquiries.
*Assist in gathering, preparing and inputting client data into the financial planning software.
*Assist in processing new accounts and account transfers.
*Assist in processing new contributions and redemptions.
*Assist in preparing for investment meetings.
*Create proposals the planner has selected for the client.
*May review/update a client's financial plan for the planner.
*Follow-up on paperwork/activities posted.
*Other duties as assigned.

Skills:

*Series 6 or 7 and 63 FINRA licenses preferred.
*2-5 years experience in the investment field.
*Strong organizational and time-management skills.
*Direct attention to detail and organization.
*Computer knowledge and experience and willing to learn financial planning software.
*Professional demeanor and excellent customer service skills.