Customer Services
Houser Financial Group
Rockledge, FL 32955
Financial Advisor Customer Services Assistant - Full-time
Excellent Opportunity to grow with mid-size Wealth Management, Tax, and Accounting Practice
Looking for a dynamic Financial Advisor Customer Services Assistant (CSA) that is focused, motivated, and interested to grow with us. Seeking independent, self-starter, dynamic, and articulate individual who is passionate about people and ready to work with clients and the Financial Advisor and Chief Operating Officer.
Seeking detail-oriented self-motivated team player looking to join a boutique practice that serves a diverse family-type clientele. Looking for someone to succeed in a career at a firm that places its client�s financial needs first.
About us: Houser Financial Group (HFG) is growing, and we seek a highly motivated individual who wants a firm that offers career advancement, not just a job.
HFG skilled professionals provide personal immediate �hands on� assistance, provides comprehensive services including:
� Wealth management services,
� Financial and Investment Advice,
� Personalized Portfolio Advisory Services,
� Business Consulting and Business Succession Planning
� Business Development and Strategic Planning
� Estate Plans and Family Trusts, Education Planning,
� Retirement Planning,
� Tax Preparation and Representation before Federal, State, and Local entities.
HFG is an independent family-owned and operated financial services firm located in Rockledge, FL and serving all of the Space Coast, FL (Brevard County) where we pride ourselves on providing exceptional client experience with innovative, holistic investment management and accounting.
Our continued growth requires that add a CSA to our team. Working under the direction of the Lead Advisor, and Chief Operating Officer (COO) will be an integral part of our financial services practice.
Personal Characteristics:
The CSA will need to demonstrate competence in the following areas:
� Relationships: Maintain positive working relationships with others, both internally and externally
� Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations
� Teamwork: Follows direction well, works cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance the company�s effectiveness; ability to undertake self-directed tasks when necessary
� Organization: Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions
� Ability to be confidential and work in a confidential environment. (Protection of our client data and information is of the utmost importance.)
� Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
� Ability to be flexible during work-week hours based on client and work needs
Knowledge, Skills, and Abilities
� Excellent command of English to be able to speak, read, and write fluently
� Dedication to detail and accuracy
� Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for themselves
� Excellent administrative, time management, and organizational skills
� Excellent responsiveness for telephone assistance, responding to calls, forwarding messages, tracking messages
� Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
Proficiency in the use of computer programs for:
� Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
� Familiar with; Outlook Calendar, Client Relationship Software (CRM), and imaging and/or comparable software
� Internet savvy
Full-time on-site desired 40 hours a week 8:30-5:00 pm with a half hour for lunch.
Duties and Responsibilities
� Provides assistance in the day-to-day processing of client paperwork and transaction processing. This includes checking paperwork for completeness and accuracy and opening client accounts. Must be detailed oriented.
� Maintains and assists Financial Advisor�s, and COO�s schedule by setting up appointments for current and potential clients
� Organizes and maintains required compliance files, and keep paperwork and files up to date.
� Conducts research information and resolves any outstanding client, transaction, or paperwork issues.
� Receives and screens telephone calls, mail, and visitors, routes callers, takes messages, and answers questions
� Works with Advisor team � coordinates and enters client data in database, conducts client database reports as requested
� Builds/maintains relationships with client base focusing on quality personalized service
Additional Job Description
� Prepares and coordinates material for client meetings and reviews
� Is the practice liaison in the financial services process, holding all to task, to ensure timely and accurate reports
� Conducts research at the discretion of the Lead Advisor
� Downloads periodic investment performance reports and analysis
� Serves as client concierge, to ensure exceptional client relations
� May provide assistance or coordination and follow-up for client events or activities
� Completes all continuing education requirements in a timely fashion
� Performs other duties as assigned.
Desirable Qualifications
� Experience in administrative support or customer service, preferably in the financial services or insurance industry
� Excellent oral and written communication skills with a warm and professional demeanor
� Quick learner of modern technologies; a committed CRM user and a strong mastery of Excel, Word, PowerPoint, and/or comparable software
� Superb organizational and follow-through skills, with a high degree of accuracy
� Ability to anticipate and solve problems and identify solutions
� If FINRA and/or SEC-registered - a clean compliance record
� Basic knowledge of bookkeeping processes and software (QuickBooks)
� Pursuing an Associate or Bachelors Business/Finance/Taxation or related field
� Commitment to obtaining FINRA registration, and/or insurance licensing within career path timeframes; if not already registered or licensed (Series 7 & Series 66)
� Required experience: Financial Services: Two years
Required: Fingerprinting and background check under FINRA (required)
Submit Resumes and Credentials to:
Dina McDermott
Houser Financial Group
------------
Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955
Rockledge, FL 32955
The hourly wage will be flexible depending on the credentials and experience.
Houser Financial Group
Rockledge, FL 32955
Financial Advisor Customer Services Assistant - Full-time
Excellent Opportunity to grow with mid-size Wealth Management, Tax, and Accounting Practice
Looking for a dynamic Financial Advisor Customer Services Assistant (CSA) that is focused, motivated, and interested to grow with us. Seeking independent, self-starter, dynamic, and articulate individual who is passionate about people and ready to work with clients and the Financial Advisor and Chief Operating Officer.
Seeking detail-oriented self-motivated team player looking to join a boutique practice that serves a diverse family-type clientele. Looking for someone to succeed in a career at a firm that places its client�s financial needs first.
About us: Houser Financial Group (HFG) is growing, and we seek a highly motivated individual who wants a firm that offers career advancement, not just a job.
HFG skilled professionals provide personal immediate �hands on� assistance, provides comprehensive services including:
� Wealth management services,
� Financial and Investment Advice,
� Personalized Portfolio Advisory Services,
� Business Consulting and Business Succession Planning
� Business Development and Strategic Planning
� Estate Plans and Family Trusts, Education Planning,
� Retirement Planning,
� Tax Preparation and Representation before Federal, State, and Local entities.
HFG is an independent family-owned and operated financial services firm located in Rockledge, FL and serving all of the Space Coast, FL (Brevard County) where we pride ourselves on providing exceptional client experience with innovative, holistic investment management and accounting.
Our continued growth requires that add a CSA to our team. Working under the direction of the Lead Advisor, and Chief Operating Officer (COO) will be an integral part of our financial services practice.
Personal Characteristics:
The CSA will need to demonstrate competence in the following areas:
� Relationships: Maintain positive working relationships with others, both internally and externally
� Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations
� Teamwork: Follows direction well, works cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance the company�s effectiveness; ability to undertake self-directed tasks when necessary
� Organization: Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions
� Ability to be confidential and work in a confidential environment. (Protection of our client data and information is of the utmost importance.)
� Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
� Ability to be flexible during work-week hours based on client and work needs
Knowledge, Skills, and Abilities
� Excellent command of English to be able to speak, read, and write fluently
� Dedication to detail and accuracy
� Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for themselves
� Excellent administrative, time management, and organizational skills
� Excellent responsiveness for telephone assistance, responding to calls, forwarding messages, tracking messages
� Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
Proficiency in the use of computer programs for:
� Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
� Familiar with; Outlook Calendar, Client Relationship Software (CRM), and imaging and/or comparable software
� Internet savvy
Full-time on-site desired 40 hours a week 8:30-5:00 pm with a half hour for lunch.
Duties and Responsibilities
� Provides assistance in the day-to-day processing of client paperwork and transaction processing. This includes checking paperwork for completeness and accuracy and opening client accounts. Must be detailed oriented.
� Maintains and assists Financial Advisor�s, and COO�s schedule by setting up appointments for current and potential clients
� Organizes and maintains required compliance files, and keep paperwork and files up to date.
� Conducts research information and resolves any outstanding client, transaction, or paperwork issues.
� Receives and screens telephone calls, mail, and visitors, routes callers, takes messages, and answers questions
� Works with Advisor team � coordinates and enters client data in database, conducts client database reports as requested
� Builds/maintains relationships with client base focusing on quality personalized service
Additional Job Description
� Prepares and coordinates material for client meetings and reviews
� Is the practice liaison in the financial services process, holding all to task, to ensure timely and accurate reports
� Conducts research at the discretion of the Lead Advisor
� Downloads periodic investment performance reports and analysis
� Serves as client concierge, to ensure exceptional client relations
� May provide assistance or coordination and follow-up for client events or activities
� Completes all continuing education requirements in a timely fashion
� Performs other duties as assigned.
Desirable Qualifications
� Experience in administrative support or customer service, preferably in the financial services or insurance industry
� Excellent oral and written communication skills with a warm and professional demeanor
� Quick learner of modern technologies; a committed CRM user and a strong mastery of Excel, Word, PowerPoint, and/or comparable software
� Superb organizational and follow-through skills, with a high degree of accuracy
� Ability to anticipate and solve problems and identify solutions
� If FINRA and/or SEC-registered - a clean compliance record
� Basic knowledge of bookkeeping processes and software (QuickBooks)
� Pursuing an Associate or Bachelors Business/Finance/Taxation or related field
� Commitment to obtaining FINRA registration, and/or insurance licensing within career path timeframes; if not already registered or licensed (Series 7 & Series 66)
� Required experience: Financial Services: Two years
Required: Fingerprinting and background check under FINRA (required)
Submit Resumes and Credentials to:
Dina McDermott
Houser Financial Group
------------
Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955
Rockledge, FL 32955
The hourly wage will be flexible depending on the credentials and experience.