We are seeking a highly professional candidate who has a background and interest in financial services. The candidate would be working directly with a Financial Advisor and the firm’s clients in an administrative support capacity. This is not a sales role.
Our firm is an independent boutique Wealth Advisory practice with the backing of an award winning broker-dealer. We are a growing fast-paced firm. We are looking for a star team member who will always strive for excellence and knows how to deliver white-glove service. We offer fee-based financial planning, investments, and insurance to our high net worth clientele. Professional conservative business office.
We will only consider highly ethical candidates, who will comply with all industry regulations and the utmost confidentiality. The ideal candidate will be able to wear many hats effectively, and possess excellent organization and time management skills. Must be a great people person with a friendly can-do attitude.
Client Services: communicate with clients via phone, email and mail. Process client requests. Interact with clients in the office. Work together with Financial Advisor to deliver world-class services to our clients.
Account servicing: prepare new account documents, assist with funding, reporting, tracking, distributions and client requests.
Paraplanner: manage financial planning programs, assist with data entry and reporting.
Administrative duties include: create documents, prepare documents for client appointments, monitor work flows, data entry, and general office duties to keep things running smoothly.
Requirements: must be computer savvy to include extensive experience with Microsoft Office, strong attention to detail, quick independent learner, highly organized, ability to multi-task and prioritize work, reliable, confidential and ethical. Ability to communicate professionally and formally via phone and in written communications. Conservative business attire required.
Hours: 40 hours per week. Monday through Friday, between 7:00 a.m. - 5:00 p.m.
Additional Salary Information: Base Compensation: $55,000-$65,000 per year based on experience, licensing and transferable skills.
Benefits: Group medical insurance, paid holidays, paid time off.
About Lockerman Financial Group
Lockerman Financial Group is a successful fee-based wealth advisory firm that primarily serves executives and business owners. Our founder has been a financial advisor since 1991. We provide our clientele with fee-based financial, estate and business planning, and the investment and insurance products needed to implement a strategic plan. All team members at Lockerman Financial Group deliver Ritz Carlton service with Fed Ex efficiency to our affluent clientele. Our family of clients grows purely by referrals from satisfied clients and other members of our clients' trusted team of advisors.
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