Registered Investment Advisory and Wealth Management firm seeks full time Administrative Assistant.​  Candidate must be professional in appearance and manner, possess outstanding written and verbal communication skills and is dedicated to providing excellent service.​ 
 
The primary responsibilities of this position are to organize and ensure proper completion of client paperwork during the transition process as well as opening and servicing client accounts.​  Candidate must be willing to travel to our regional offices to assist new advisors with post-transition account activities.​
 Ideal candidate has: 

• Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, and facilitate interaction with outside resources
• Superior technical skills, comfort level with financial planning software, especially eMoney
• Strong analytical skills with background in finance, accounting or mathematics preferred
• Excellent listening, oral and written communication skills (including presentation and interpersonal skills) Ability to communicate persuasively and effectively to a wide range of customers
• Strong client focus, ability to independently and proactively analyze and resolve customer service issues in a timely manner
• Background in the investment advisory industry
• Ability to work under tight deadlines and be a “think ahead” type of person and work well in a team
• Strong ethical standards in working with confidential client information
• Put together seminars and programs for the firm

  
Preferred Experience:

• 4-year college degree in Finance, Accounting.  Or without a degree, 3+ years of working on financial plans, investment background (mutual funds and annuities) and/or life insurance concepts
• A securities license, or insurance licensing, LH, and series 6 or 7 preferred. Series 65 a plus experience with NetX360 perferred or the pershing platform

 
 Technical skills:

• Ability to read and analyze existing financial documents and spreadsheets
• Financial Planning Software: strong background in eMoney or others    

• Microsoft Office suite (Excel, Word and PowerPoint)  
• Apply today via lifetimers@fuse.net or www.lifetimerecruiting.com