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Personal Financial Management Support Staff

Company: intellicents
Location: Albert Lea
Posted on: November 23, 2021

Job Description:

JOB TITLE: - Personal Financial Management Support Staff
EMPLOYEE STATUS: Exempt, Full-time
REPORTS TO: President of Personal Financial Management
POSITION SUMMARY: -Assist advisors with client onboarding and retention.
GENERAL PURPOSE: -Manage the overall accuracy and compliance of Personal Financial Planning work, while providing exceptional service to our clients.

Meet all requirements and obtain Series 6 & 63 Securities License along with life and Health insurance License.
Process deposits and distribution request for clients through multiple custodian platforms.
Process trade instructions from PFM advisors.
Complete and submit security, investment advisory and insurance applications.
Maintain confidentiality and security of all personal, client, and proprietary data.
Meet and exceed all communication & client service expectations.
Build and maintain relationships with PFM clients.
Meet all deadlines and work outside of normal office hours, or overtime as necessary.
Complete all other tasks as assigned.

Commitment to Core Values: Quality, Passion, Innovation, & Collaboration
Customer Service Orientation: genuinely energized, excited and happy to interact with clients, provide exceptional services, and build long-term relationships.
Personal Creditability: ability to relate to, and create trust and credibility with, individuals from any potential background, demographic, or economic circumstance.
Communication: consistently demonstrate engaging, detailed, and grammatically accurate written and verbal communication style.
Initiative: willing to go above and beyond to take on extra projects, solve problems, and deliver unexpectedly good service.
Attention to Detail: ability to work independently on complex analyses and deliver custom reports accurately.
Time management: ability to work independently, organize, and manage multiple priorities in order to meet deadlines.
Team Player: ability to work well with all personalities and put the needs of the company and the client first.
Technology: proficiency utilizing all standard office applications. Demonstrate a high level of comfort with new and changing mobile applications, proprietary database systems, CRM, and other software.

Quality: -Quality output. Consistently meeting the highest service standards.
Innovation: -Innovators. Critical thinking. Always finding new ways to be more effective and efficient. New approaches to traditional concepts and ways. Smart people facing change positively. Viewing change as an opportunity for success.
Passion: -Extreme desire to help intellicents inc. be the best. Care about what we do and who we help. Connecting work with purpose.
Collaboration: -A positive team approach yields powerful results. Elevate yourself, elevate the team, and elevate outcomes. Behold the power of collaboration.

Bachelor's Degree or higher.
Series 6 or 63 Securities License
Life & Health Insurance License

PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment characteristics described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. -Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: -While performing the duties of the job, the employee is regularly required to sit; use hands to finger, handle or feel objects, tools, or controls; reach with hands and arms; talk and hear. -The employee is occasionally required to drive; walk; stand; stoop; kneel, or crouch. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Work environment: Normal office setting with minimal noise level.

WORKING HOURS: Personal Financial Management staff are expected to work the core hours of the business, 8:00 am to 5:00 pm CST with a 1-hour lunch break. -Staff is expected to work the hours necessary in order to exceed customers' service expectations, successfully manage their workload, and meet incentive guidelines.

Keywords: intellicents, Rochester , Personal Financial Management Support Staff, Executive , Albert Lea, Minnesota

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