Financial Planning/Operations Assistant (South Bay)

email this posting to a friend los angeles craigslist > westside-southbay > jobs > accounting/finance jobs Avoid scams and fraud by dealing locally! Beware any deal involving Western Union, Moneygram, wire transfer, cashier check, money order, shipping, escrow, or any promise of transaction protection/certification/guarantee More info Reply to: xkzzj-3522861545@job.craigslist.org[?] Opportunity to grow and advance as part of a team - and make a difference in the lives of clients and their families -- and future generations.

Job Description -
The Planning Assistant will support two comprehensive financial advisors by taking charge of the crucial financial planning workflow -- coordinating and tracking projects plus the Financial Plan preparation and vital follow-up.

This role will also support the client relationship by working with clients to resolve issues and by responding to service requests and maintaining an excellent record of client completions.

The Planning Assistant will participate in investment product research, review of existing portfolios and layout of insurance product illustrations for client solutions - within required timeframes and deadlines.

Skills Required:
This position requires utilizing multiple computer based tools, a comfort with new and changing technologies. Superior experience and skill with Microsoft Office (Word, Excel & Outlook) is a must!

Other skills needed are:
- Focused attention to detail and organization of incoming information.
- Excellent verbal and written grammar plus listening communication skills with clients, advisors, staff and home office.
- Courteous and clear phone manner always.
- Superior and effective time management skills for organizing multiple priorities and task flows.
- Self-starter, ability to think on your feet and anticipate needs & outcomes.
- Hard-working, high energy, articulate and ethical.
- Positive team attitude and sincere willingness to learn and grow.
- College degree or higher - Finance majors preferred
- Familiarity with various investment account types (401(k), IRA, Roth IRA, SEP IRA, etc.) is helpful.
- Familiarity with the basic types of insurance products is a plus.
- Series 7, Series 66 and CA Insurance Licenses are helpful but not required

If you fit these qualification we want to hear from you.

To apply --
Email your resume -- plus - you MUST include a cover letter detailing which of your job experiences (3 years minimum), or special skills you may possess, make you suitable for this position - and include your salary requirements. Responses without these requirements cannot be considered.

Due to the considerable training you will receive, please apply only if you are available for a minimum of 2 years with our firm.

Non-smokers only. Professional dress required. Thank you for your interest in joining us.

About us --
Financial Network is a fee-based financial planning firm. For the past 28 years we have served families and businesses in the South Bay area of Los Angeles (Torrance/Gardena).

Financial Network offers personalized life and retirement planning solutions crafted for individuals and entire families through long-term relationships with an experienced and knowledgeable planner team plus network of specialist and an expert support staff. We are committed to achieving our client's multi-generational goals.

We are located near the intersection of the 405 and 110 Freeways.

Investment Advisor representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Location: South BayPrincipals only. Recruiters, please don't contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.PostingID:3522861545

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