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Financial Planning Associate in Indianapolis, IN at Vaco

Date Posted: 5/29/2019

Job Snapshot

Job Description

Our client loacted Downtown Indinapolis is looking to add to their administrative team. This position will help financial representatives provide excellent care to their clients by supporting front and back end adminstrative needs. This is a direct hire opportunity and offers great potential for growth within the organization.

Associate works with financial representatives to deliver financial security to their clients through a comprehensive planning process. Associates help financial representatives increase productivity by providing planning and integrated operations support.

Specific responsibilities include but will not be limited to:

Marketing Support

  • Administer the Start-up kit to onboard new financial representatives. This includes ordering and setting up:
  • Business cards, stationery and marketing materials
  • Website, voicemail, E-mail signature and professional profiles
  • Generate client feed lists, automatics and cross-sell reports

Sales and Service Support

  • Compile meeting kits which includes all materials needed for the approach, close, delivery and client review
  • Collect and input client meeting notes
  • Maintain compliant electronic client files, complaint files and check and order logs
  • Manage underwriting process which includes providing, or collaborating with others to provide:
    • Pre-filling applications
    • Pre-checking applications for completeness and accuracy
    • Submitting applications
    • Scheduling requirements and medical exams
  • Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
  • Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
  • Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
  • Prepare and manage client communications

  • Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
  • Strong organizational and time management skills with the ability to set priorities and meet deadlines
  • Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

  • Bachelor's Degree in business, finance and/or equivalent work experience

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