Customer Service Advisor - Paraplanner

IFC Personal Money Managers, Inc. was a pioneer in the field of truly comprehensive fee-only financial advice. As a full service boutique shop we provide advice which takes into account investment, financial planning, tax and legal issues, where needed.

This is an excellent entry-level opportunity for a self-motivated, goal-oriented, outgoing and very detailed person who enjoys working in a small boutique office.

This position will provide support in the financial advisory process as well as aiding the office operation as whole. The position will occasionally participate in client meetings but not in the advice or decision making capacity.

Duties/Responsibilities and daily activities:

• Manage back-office operations - setup investment accounts, changes, transfer of assets
• Prepare agendas for client meetings/data gathering - net worth, retirement projections and performance reports
• Maintain and manage client relationships/responding to their needs
• Post meeting follow up
• Daily interaction with clients and tasks via email/call
• Provide support for special projects
• Assist with general office administration

Qualifications:

• Bachelor’s degree, preferably finance related
• Strong computer skills (including proficiency with Word, Excel and Outlook)
• Excellent Communication Skills, both written and verbal - able to communicate with clients clearly and confidently
• Detail-oriented, accurate, organized, able to set priorities
• Self-starter, takes initiative and a “no assignment is beneath me” attitude
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment
• Must have a passion for helping people in improving their financial lives

Salary and Benefits:

Pay/benefits are competitive based on industry standards

• Salary will be based on experience
• Bonus potential
• Benefits include, vacation, 401k with company match, and a company subsidized health insurance
• Mentorship and Learning Opportunities

Interested candidates should email their resume along with relevant other information to: Gary@objectiveadvice.com