Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, Freedman Financial and LPL is the place for you!

Excited to learn more? If so, then this could be the role for you!

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Part Time Role (Tues-Thurs 9:00am-4:30pm)

Job Overview:

We are seeking an ambitious, flexible, team-player to join our financial planning and investment management firm. The Financial Services Support Specialist will join the five-person team of Freedman Financial to support our clients based upon their unique financial planning needs. This is a dynamic work environment, and we are seeking a candidate who is willing to learn. Candidate must have strong interpersonal and multi-tasking skills to support day-to-day operations. The role will include operational duties and client service support.

Responsibilities:

• Prepare reports and summaries for client review meetings

• Gather and input of financial planning data and assist with compliance data & reporting to support Advisor activity

• Support the Client experience and relationships through day to day service activities (i.e. answering the phone, client information requests, etc.)

• Account Maintenance activities including monitoring ongoing account notifications, entering client cost basis, and depositing checks

• Identify opportunities to improve day to day operations

• Maintain records and document activity in Redtail

Requirements:

• 2+ years working within the financial industry

• Proficiency in Microsoft Office and Client Resource Management (CRM) software (i.e. Redtail) preferred

• Experience preparing reports, analysis, and summaries for client review meeting

Preferences:

• Team player, collaborative, able to work with and through others

• Associate’s or Bachelor’s Degree preferred or relevant experience

• Client-first attitude

• Understanding of financial services vocabulary preferred

• Organized, with absolute attention to detail

• Ability to work independently and establish priorities

• Ability to handle multiple requests