Financial Advisor Assistant at Amy Cell Talent | Torre
Financial Advisor Assistant
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Amy Cell Talent

Financial Advisor Assistant

Amy Cell Talent
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Full-time

Legal agreement: To be defined

USD75.4K - 100K/year

~COP150M - 200M/year

+ Equity

+ Bonuses

location_on
Ann Arbor, MI, USA
Posted almost 3 years ago

Responsibilities

Our team is honored to partner with clients to help develop and pursue their legacy and life goals. Our passion stems from the belief that we each are unique in our purpose during this lifetime, and each of us has goals that we want to fulfill for ourselves and our loved ones. Through our commitment to a personalized client experience, we provide honest, objective, and intelligent advice based on a comprehensive planning process. We will act with integrity and in the best interest of those we serve. Are you a detailed individual who is confident, self-motivated, organized and highly skilled in multitasking? If so, this is the perfect opportunity for you! This role is paramount as our Firm executes “Your Legacy, Our Focus” such that every client is to feel like they are our only client. There are 3 main Pillars at Legacy Wealth Partners, and this role serves as a vital component to the first Pillar of “Client Experience/Engagement”. Because this role involves executing the Mission of the Firm with Clients, candidates applying for this role should exude interpersonal skills and be passionate about the Mission of helping clients achieve their Legacy Goals. Responsibilities: - Client & Office Support- Track all pending business paperwork; when documents are outstanding, update pending business summary sheet for advisor’s attention; track and tally all outstanding work weekly - audit of assets transferring into Firm, client contributions and/or distributions to/from Portfolios, etc. - File client statements, correspondence, and agreements completely within five business days. - Investment Research Support- Conduct research on YCharts, Morningstar® or COMMunity Link® as directed by the advisor. - Maintain mutual fund, variable annuity, and stock recommended lists - Financial Planning Support- Updating values into appropriate planning software – Right Capital - Conduct monthly/quarterly/ad hoc client reporting - Create personal financial statements
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