Investment Services Support Specialist

Professional Planning Associates; Philadelphia (Philadelphia County); Sur place; USD 45 000 - 70 000; Plein temps

Résumé du poste

Professional Planning Associates in Philadelphia seeks a Financial Services Administrator to support investment representatives in client services, forms gathering, processing new business, account transfers, and data entry.

The role requires detail orientation, initiative, and strong communication; candidates should have securities/financial planning experience and a bachelor degree.

Qualifications

• Should have securities, financial planning, or related industry experience.
• Bachelor Degree, preferably in the field of finance/business.
• Knowledge of securities and insurance industry practices, procedures and terminology.
• Strong computer skills, including proficiency in MS Office - Excel and Word.
• Skilled in strong and effective verbal and written communication.

Responsabilités

• Enter data, using applicable software, into computer.
• Perform numerical calculations.
• Gather necessary forms for client meetings.
• Send letters and forms to clients upon request.
• Examine completed client forms for accuracy and completeness, then send to Company for processing, and monitor request until completion.
• Process client distributions and contributions.
• Submit and process annuities.
• Provide customer service in the areas of insurance, annuities, and investments.

Connaissances

Securities knowledge

Communication skills

Attention to detail

Teamwork

Formation

Bachelor's degree in finance/business

Outils

MS Office (Excel, Word)

Description du poste

Job Description

Job Description

** Financial Services Administrator**

This position will provide support to a group of investment representatives in the areas of financial client services. The primary responsibilities of this position are to assist the financial advisors with investment customer service and problem resolution. This position involves gathering and completing forms, processing new business, account transfers, and data entry.

The successful candidate must be results driven and possess strong analytical, organizational, communication, computer and customer service skills. This position requires a self-starter having strong initiative, good attention to detail, and excellent follow through skills.

_ ** Position Requirements**_

• Should have some securities, financial planning, or related industry experience
• Bachelor Degree, preferably in the field of finance/business
• Knowledge of securities and insurance industry practices, procedures and terminology
• Strong computer skills, including proficiency in MS Office - Excel and Word
• Skilled in strong and effective verbal and written communication

_ ** **Must have the ability to:****_

• Pay strong attention to details and ensure accuracy and completeness of all forms, letters, emails, etc.
• Work cooperatively in a team environment
• Organize, prioritize and handle multiple tasks
• Work under pressure and meet deadlines
• Communicate with co-workers, clients, and various business contacts in a courteous and professional manner
• Investigate and research situations
• Maintain confidentiality
• Self-motivated with the ability to work independently and with minimal supervision

_ ** Position Duties and Tasks**_

• Enter data, using applicable software, into computer
• Perform numerical calculations
• Gather necessary forms for client meetings
• Send letters and forms to clients upon request
• Examine completed client forms for accuracy and completeness, then send to Company for processing, and monitor request until completion.
• Process client distributions and contributions
• Submit and process annuities
• Provide customer service in the areas of insurance, annuities, and investments.

Company Description

Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.
In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests.
We currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars.
The firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people.

Company Description

Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.
In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests.
We currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars.
The firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people.