Personal Financial Management Support Staff
Location: Albert Lea
Posted on: November 23, 2021
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
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
Maintain confidentiality and security of all personal, client, and
Meet and exceed all communication & client service
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.
ESSENTIAL SKILLS AND EXPERIENCE:
Commitment to Core Values: Quality, Passion, Innovation, &
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
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
MUST APPLY INTELLICENTS INC. CORE VALUES TO ALL DAILY WORK AND
Quality: -Quality output. Consistently meeting the highest service
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
Collaboration: -A positive team approach yields powerful results.
Elevate yourself, elevate the team, and elevate outcomes. Behold
the power of collaboration.
VALUED, BUT NOT ESSENTIAL SKILLS AND EXPERIENCE:
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
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
Work environment: Normal office setting with minimal noise
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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