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Productivity Specialist / Financial Advisor Admin

Productivity Specialist / Financial Advisor Admin

Financial Services

Would you like to be a part of a work community where your personal & professional growth are a measure of our company success? At Rayhons Financial you can help us realize our vision to improve the lives of our customers by enabling them to lead their ideal, joyful life. We are a strengths-focused organization pursuing our mission to help clients dream bigger, think clearly about Life’s most important decisions, and provide a strategic, simple path for their journey towards success.

We are seeking a detail-oriented office operations professional to serve as the support person who facilitates the success of our client experience and advisor team. The right person for this role can work in partnership with financial advisors and see tasks through to the finish. If you want to work in a family-feel culture where everyone cares about each other and strives for “craftsmanship” level service to our clients, then please read on!

This position covers a wide range of responsibilities including, but are not limited to:

· Interacts daily with a high level of professionalism on the phone, video conferencing, in-person and / or via email with clients and advisors

· Researching client issues and service-related items

· Processes and follows up on opening, transferring, and maintaining investment accounts

· Maintain customer relationship management (CRM) database for financial advisors

· Prepare investment portfolio and performance reports to utilize in client appointments

· Communicate with the broker/dealer and investment companies for service-related items

· Organize, coordinate, and maintain client paperwork within our approved imaging system

· Perform other duties as assigned

Requirements & Experience:

· 3+ years experience in financial services

· Well versed in all aspects of the broker/dealer landscape; tech, products, & services

· Highly detail oriented

· Ability to organize, prioritize and handle multiple tasks

· Ability to work under pressure and meet deadlines

· FINRA licenses required (Series 7, 63/65 or 66)

· Experience with CRM software (Redtail), video conferencing, Microsoft applications, NetX360, eMoney, MoneyGuide Pro, Albridge, Box

Job Type: Full Time

Annual Salary: $45,000 - $55,000 (offer will vary based on experience)

Benefits: Retirement Plan with company matching; Health Insurance; Small company culture

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