Emerald City Fiduciary Groupis a financial planning company in Seattle Washington, formally Vivienne Strickler (retired) and Jeffrey Moormeier. They were independent advisors and have merged due to the retirement of Vivienne Strickler. We have been in business for over 30 years each and offer a team environment, a reputation for excellence, and a continual focus on how to better serve our clients.
This is a mid-level position that will support one advisor, Jeffrey Moormeier in all facets of the client relationship. You will assist in preparing for client meetings: gathering client data, entering data into our financial planning software stack; Redtail, eMoney, Albridge, Morningstar and Bill Good Marketing. You will process new account paperwork, primarily for fiduciary accounts held at TD Ameritrade. Our primary securities client monies are custodian at American Funds and Pershing. We are associated with Securities America and Arbor Point Advisors. We also do business with Variable and Equity Indexed Annuity companies.
Benefits at Emerald City Fiduciary Group include:
Competitive salary and incentive compensation
Paid time off
A collaborative office culture with an emphasis on work/life balance.
Possibility to work remotely depending on experience and supervision needs
Mentoring and learning opportunities to enhance your own career track
Key Areas of Responsibility
Financial Planning and Client Service:
Gather, review and input client data
Communicate with clients regarding appointment scheduling and items needed for meetings
Manage setup and maintenance of client portals, including account aggregation
Prepare financial planning software data in preparation for client meetings
Work with an advisor to prepare meeting agendas and meeting notes for follow-up
Organize and execute client communications
Assist with client service follow-up activities including account paperwork, distributions, and other transactions as needed.
Assist in the development of client meeting templates
Input information into CRM
Make recommendations for improving workflows and firm systems
Honesty (our number one value)
Responsibility (our number two value)
Without the first two, please don’t apply
1-5 years experience in personal finance (Investment Advisory, Accounting, Estate Planning or Insurance or other financial services preferred)
Series 7,63,65,66 preferred. Not all are required but compensation is based on various licenses acquired.
Excellent written and verbal communication skills
Willingness to accept and give constructive feedback
Possess a high degree of accuracy and attention to detail
Ability to manage and process paperwork efficiently and accurately
Warm, friendly personality with the ability to connect with people
Willing attitude: “no job is beneath me,” not a clock watcher
Independent, autonomous with a “get it done” mindset
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