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Job TItle: Planner Assistant
Relevant Work Experience: 3+ years
Job Category: Administrative and Support, Financial Services
About us -
We are a fee-based financial planning practice located in Scottsdale, AZ. Our clients are among Scottsdale’s most prestigious professionals and organizations. Our team is cohesive, collegial, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our administrative support process.
About you –
You are an administrative pro who doesn’t want to be a secretary. You have top notch Microsoft Office skills. You love organizing paper and projects. You are tenacious when it comes to follow through and details rarely slip through your grasp. You enjoy filling out forms thoroughly and accurately. You know how to juggle the calendar and handle meeting logistics. Amazingly, you also love serving customers and people often comment on your warm and professional phone presence. You have a ton of energy and enjoy a fast-paced environment.
Job responsibilities -
Prepare insurance & investment applications, and monitor to a successful outcome
Assist in the preparation and implementation of financial plans
Responsible for compliant client record keeping
Manage the calendar and all client appointments
Work closely with clients to address all service needs with professionalism and finesse
Manage systems such as: DCA, withdrawals, distributions, cost basis, and RMDs
Provide marketing support
Strong computer proficiency
Above average knowledge of Microsoft® Office Suite
Knowledge of Redtail Technology a plus
Strong work ethic, team player, and ability to handle a fast-paced environment
Willingness to constantly learn in an ever-changing industry
We offer -
A supportive and professional environment, a salary commensurate with your experience, and a significant opportunity for professional development.
Email your resume, cover letter (we want to see your communication skills) and salary history. Equal Opportunity Employer
This financial planner is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through either Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.